MNA vs VIG

AMNA

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · MNA $11,318

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−1.4%MNA · worst fall in 1Y

Held in common0.0%MNA and VIG

MNA

VIG

NYLI Merger Arbitrage ETF · $259MVanguard Dividend Appreciation ETF · $109B

+5.8%3 years · per year$11,843 · $16,669+18.6%

+2.5%5 years · per year$11,318 · $16,243+10.2%

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

0.00%12-mo yield$0 · $150 on $10k1.50%

−1.4%Worst dropSmaller wins−7.9%

4.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMNA · VIG

2.6%MKTX0.0%

1.2%TCBK0.0%

Held in common0.0%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMNA	NYLI Merger Arbitrage ETFRead Desk		0.75%	0.00%	+0.2%	+2.7%	+2.6%	+5.8%	+2.5%	−1.4%	$259M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMNA	NYLI Merger Arbitrage ETFRead Desk		0.75%	0.00%	+0.2%	+2.7%	+2.6%	+5.8%	+2.5%	−1.4%	$259M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MNA vs VIG

MNA

NYLI Merger Arbitrage

$11,318

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMNAVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%1.50%

5 years, per year+2.5%+10.2%

3 years, per year+5.8%+18.6%

Worst drop · 1Y−1.4%−7.9%

Volatility · 1Y4.5%10.8%

4–2measures won
VIG first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: MNA, VIG

Today

0.0%most shared, MNA and VIG

MNAVIG

MNA—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

MNA$0 − $75 = −$75

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee