GDMA vs VIG

AGDMA

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.4%GDMA and VIG

GDMA

VIG

Gadsden Dynamic Multi-Asset ETF · $195MVanguard Dividend Appreciation ETF · $109B

+12.3%3 years · per year$14,157 · $16,814+18.9%

+7.0%5 years · per year$14,017 · $16,331+10.3%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

2.72%12-mo yield$272 · $149 on $10k1.49%

−10.0%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGDMA · VIG

1.6%MSFT4.9%

1.0%PG1.5%

1.0%MDLZ0.3%

1.0%CL0.3%

Held in common3.4%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk	0.75%	2.72%	−2.0%	+2.8%	+5.7%	+12.3%	+7.0%	−10.0%	$195M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AGDMA	Gadsden Dynamic Multi-Asset ETFRead Desk	0.75%	2.72%	−2.0%	+2.8%	+5.7%	+12.3%	+7.0%	−10.0%	$195M

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

GDMA vs VIG

GDMA

Gadsden Dynamic Multi-Asset

$14,017

VIG

Vanguard Dividend Appreciation

$16,331

MeasureGDMAVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield2.72%1.49%

5 years, per year+7.0%+10.3%

3 years, per year+12.3%+18.9%

Worst drop · 1Y−10.0%−7.9%

Volatility · 1Y15.0%10.8%

5–1measures won
VIG first

3.4%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: GDMA, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

GDMAVIGSCHD

GDMA—3.4%1.0%

VIG3.4%—14.5%

SCHD1.0%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

GDMA$272 − $75 = $197

VIG$149 − $4 = $145

KeptFee

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