CWB vs VIG

ACWB

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · CWB $11,441

Lowest cost0.04%VIG · $4 on $10k

Most income1.86%CWB · $186 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.0%CWB and VIG

CWB

VIG

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BVanguard Dividend Appreciation ETF · $109B

+14.0%3 years · per year$14,832 · $16,814+18.9%

+2.7%5 years · per year$11,441 · $16,331+10.3%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

1.86%12-mo yield$186 · $149 on $10k1.49%

−17.4%Worst dropSmaller wins−7.9%

18.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CWB vs VIG

CWB

SPDR Bloomberg Convertible Securities

$11,441

VIG

Vanguard Dividend Appreciation

$16,331

MeasureCWBVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield1.86%1.49%

5 years, per year+2.7%+10.3%

3 years, per year+14.0%+18.9%

Worst drop · 1Y−17.4%−7.9%

Volatility · 1Y18.0%10.8%

5–1measures won
VIG first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: CWB, VIG

Today

0.0%most shared, CWB and VIG

CWBVIG

CWB—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, CWB

CWB$186 − $40 = $146

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee