DFII vs VYM

ADFII

BVYM

Measures won1–3VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income20.15%DFII · $2,015 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common[…]DFII and VYM

DFII

VYM

FT Vest Bitcoin Strategy & Target Income ETF · $21MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

20.15%12-mo yield$2,015 · $230 on $10k2.30%

−42.6%Worst dropSmaller wins−6.7%

42.1%VolatilityLower wins10.6%

1–3VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFII · VYM

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

Held in common[…]

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$21M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ADFII	FT Vest Bitcoin Strategy & Target Income ETFRead Desk		0.85%	20.15%	−4.6%	−15.5%	−25.0%	new	new	−42.6%	$21M

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

DFII vs VYM

DFII

FT Vest Bitcoin Strategy & Target Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureDFIIVYM

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield20.15%2.30%

5 years, per year[…]+11.2%

3 years, per year[…]+20.0%

Worst drop · 1Y−42.6%−6.7%

Volatility · 1Y42.1%10.6%

3–1measures won
VYM first

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFII, VYM

Today

[…]holdings […]

DFIIVYM

DFII—[…]

VYM[…]—

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

Income After Fees on $10,000

$1,930most kept, DFII

DFII$2,015 − $85 = $1,930

VYM$230 − $4 = $226

KeptFee

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