LOTI vs VIG

ALOTI

BVIG

Measures won3–1LOTI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.36%LOTI · $236 on $10k

Smallest drop−4.4%LOTI · worst fall in 1Y

Held in common20.7%LOTI and VIG

LOTI

VIG

Liberty One Tactical Income ETF · $51MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

1.04%Expense ratio$104 · $4 on $10k · lower wins0.04%

2.36%12-mo yield$236 · $146 on $10k1.46%

−4.4%Worst dropSmaller wins−7.9%

6.4%VolatilityLower wins11.0%

3–1LOTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsLOTI · VIG

3.6%LLY4.1%

2.9%JNJ2.8%

2.2%V2.5%

2.0%MSFT4.9%

Held in common20.7%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.36%	+0.8%	+8.9%	+9.6%	new	new	−4.4%	$51M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ALOTI	Liberty One Tactical Income ETFRead Desk		1.04%	2.36%	+0.8%	+8.9%	+9.6%	new	new	−4.4%	$51M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LOTI vs VIG

LOTI

Liberty One Tactical Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureLOTIVIG

Fee1.04%0.04%

Cost on $10k a year$104$4

Yield2.36%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−4.4%−7.9%

Volatility · 1Y6.4%11.0%

3–1measures won
LOTI first

20.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: LOTI, VIG

Today

20.7%most shared, LOTI and VIG

LOTIVIG

LOTI—20.7%

VIG20.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

LOTI$236 − $104 = $132

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee