OBND vs VIG

AOBND

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · OBND $11,090

Lowest cost0.04%VIG · $4 on $10k

Most income6.72%OBND · $672 on $10k

Smallest drop−2.9%OBND · worst fall in 1Y

Held in common0.0%OBND and VIG

OBND

VIG

State Street Loomis Sayles Opportunistic Bond ETF · $31MVanguard Dividend Appreciation ETF · $109B

+6.9%3 years · per year$12,207 · $16,669+18.6%

+2.1%5 years · per year$11,090 · $16,243+10.2%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

6.72%12-mo yield$672 · $150 on $10k1.50%

−2.9%Worst dropSmaller wins−7.9%

3.8%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOBND · VIG

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

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	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk		0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

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	AOBND	State Street Loomis Sayles Opportunistic Bond ETFRead Desk		0.55%	6.72%	0.0%	+0.7%	+1.4%	+6.9%	+2.1%	−2.9%	$31M

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

OBND vs VIG

OBND

Loomis Sayles Opportunistic Bond

$11,090

VIG

Vanguard Dividend Appreciation

$16,243

MeasureOBNDVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield6.72%1.50%

5 years, per year+2.1%+10.2%

3 years, per year+6.9%+18.6%

Worst drop · 1Y−2.9%−7.9%

Volatility · 1Y3.8%10.8%

3–3measures won
level

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: OBND, VIG

Today

0.0%most shared, OBND and VIG

OBNDVIG

OBND—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

$617most kept, OBND

OBND$672 − $55 = $617

VIG$150 − $4 = $146

KeptFee

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