GPTY vs VIG

AGPTY

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income46.22%GPTY · $4,622 on $10k

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

Held in common19.1%GPTY and VIG

GPTY

VIG

YieldMax AI & Tech Portfolio Option Income ETF · $125MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

1.06%Expense ratio$106 · $4 on $10k · lower wins0.04%

46.22%12-mo yield$4,622 · $149 on $10k1.49%

−23.1%Worst dropSmaller wins−7.9%

29.9%VolatilityLower wins10.8%

1–3VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGPTY · VIG

8.0%MSFT4.9%

7.9%AAPL4.9%

5.3%AVGO4.3%

2.5%CSCO1.9%

Held in common19.1%

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	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

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	AGPTY	YieldMax AI & Tech Portfolio Option Income ETFRead Desk	1.06%	46.22%	−7.9%	+6.4%	+1.4%	new	new	−23.1%	$125M

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

GPTY vs VIG

GPTY

YieldMax AI & Tech Portfolio Option Income

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureGPTYVIG

Fee1.06%0.04%

Cost on $10k a year$106$4

Yield46.22%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−23.1%−7.9%

Volatility · 1Y29.9%10.8%

3–1measures won
VIG first

19.1%

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: GPTY, VIG, SCHD

Today

19.1%most shared, GPTY and VIG

GPTYVIGSCHD

GPTY—19.1%0.0%

VIG19.1%—14.5%

SCHD0.0%14.5%—

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

Income After Fees on $10,000

$4,516most kept, GPTY

GPTY$4,622 − $106 = $4,516

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

KeptFee

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