LTPZ vs VIG

ALTPZ

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · LTPZ $6,568

Lowest cost0.04%VIG · $4 on $10k

Most income6.75%LTPZ · $675 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common[…]LTPZ and VIG

LTPZ

VIG

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund · $1.2BVanguard Dividend Appreciation ETF · $109B

+2.5%3 years · per year$10,771 · $17,533+20.6%

−8.1%5 years · per year$6,568 · $17,005+11.2%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

6.75%12-mo yield$675 · $144 on $10k1.44%

−12.9%Worst dropSmaller wins−7.9%

9.6%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLTPZ · VIG

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

Held in common[…]

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ALTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.75%	+0.4%	−4.1%	−6.2%	+2.5%	−8.1%	−12.9%	$1.2B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ALTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded FundRead Desk		0.20%	6.75%	+0.4%	−4.1%	−6.2%	+2.5%	−8.1%	−12.9%	$1.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LTPZ vs VIG

LTPZ

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

$6,568

VIG

Vanguard Dividend Appreciation

$17,005

MeasureLTPZVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield6.75%1.44%

5 years, per year−8.1%+11.2%

3 years, per year+2.5%+20.6%

Worst drop · 1Y−12.9%−7.9%

Volatility · 1Y9.6%10.2%

4–2measures won
VIG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LTPZ, VIG

Today

[…]holdings […]

LTPZVIG

LTPZ—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$655most kept, LTPZ

LTPZ$675 − $20 = $655

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee