OCIO vs VIG

AOCIO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · OCIO $13,813

Lowest cost0.04%VIG · $4 on $10k

Most income9.47%OCIO · $947 on $10k

Smallest drop−7.0%OCIO · worst fall in 1Y

Held in common3.7%OCIO and VIG

OCIO

VIG

ClearShares OCIO ETF · $167MVanguard Dividend Appreciation ETF · $109B

+14.4%3 years · per year$14,968 · $17,533+20.6%

+6.7%5 years · per year$13,813 · $17,005+11.2%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

9.47%12-mo yield$947 · $144 on $10k1.44%

−7.0%Worst dropSmaller wins−7.9%

11.7%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOCIO · VIG

1.1%AAPL4.9%

1.0%MSFT4.9%

0.3%LLY4.1%

0.2%JPM3.9%

Held in common3.7%

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	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

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	AOCIO	ClearShares OCIO ETFRead Desk		0.66%	9.47%	+0.8%	+7.9%	+8.5%	+14.4%	+6.7%	−7.0%	$167M

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

OCIO vs VIG

OCIO

ClearShares OCIO

$13,813

VIG

Vanguard Dividend Appreciation

$17,005

MeasureOCIOVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield9.47%1.44%

5 years, per year+6.7%+11.2%

3 years, per year+14.4%+20.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y11.7%10.2%

4–2measures won
VIG first

3.7%

holdings shared

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: OCIO, VIG

Today

3.7%most shared, OCIO and VIG

OCIOVIG

OCIO—3.7%

VIG3.7%—

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

Income After Fees on $10,000

$881most kept, OCIO

OCIO$947 − $66 = $881

VIG$144 − $4 = $140

KeptFee

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