MSFO vs VIG

AMSFO

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income37.11%MSFO · $3,711 on $10k

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

Held in common[…]MSFO and VIG

MSFO

VIG

YieldMax MSFT Option Income Strategy ETF · $103MVanguard Dividend Appreciation ETF · $109B

+14.9%3 years · per year$15,178 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

1.03%Expense ratio$103 · $4 on $10k · lower wins0.04%

37.11%12-mo yield$3,711 · $150 on $10k1.50%

−26.5%Worst dropSmaller wins−7.9%

29.4%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMSFO · VIG

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

Held in common[…]

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M

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	AMSFO	YieldMax MSFT Option Income Strategy ETFRead Desk		1.03%	37.11%	−1.4%	+9.5%	+5.6%	+14.9%	new	−26.5%	$103M

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

MSFO vs VIG

MSFO

YieldMax MSFT Option Income Strategy

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMSFOVIG

Fee1.03%0.04%

Cost on $10k a year$103$4

Yield37.11%1.50%

5 years, per year[…]+10.2%

3 years, per year+14.9%+18.6%

Worst drop · 1Y−26.5%−7.9%

Volatility · 1Y29.4%10.8%

4–1measures won
VIG first

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: MSFO, VIG

Today

[…]holdings […]

MSFOVIG

MSFO—[…]

VIG[…]—

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

Income After Fees on $10,000

$3,608most kept, MSFO

MSFO$3,711 − $103 = $3,608

VIG$150 − $4 = $146

KeptFee

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