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AITDF

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · JEPI $14,519

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

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

Held in common23.9%ITDF and VIG

iShares LifePath Target Date 2050 ETF · $103MVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,105 · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.11%Expense ratio$11 · $4 on $10k · lower wins0.04%

1.49%12-mo yield$149 · $145 on $10k

Cards for this view

ITDF

iShares LifePath Target Date 2050

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureITDFVIG

Fee0.11%0.04%

Cost on $10k a year$11$4

Yield1.49%1.45%

5 years, per year[…]+10.6%

3 years, per year+19.6%+18.9%

Worst drop · 1Y−9.3%−7.9%

Volatility · 1Y13.9%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.49%	−0.2%	+10.6%	+11.1%	+19.6%	new	−9.3%	$103M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.3B
3	AITDF	iShares LifePath Target Date 2050 ETFRead Desk	0.11%	1.49%	−0.2%	+10.6%	+11.1%	+19.6%	new	−9.3%	$103M