OCIO vs VIG

AOCIO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income9.78%OCIO · $978 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common3.9%OCIO and VIG

OCIO

VIG

ClearShares OCIO ETF · $169MVanguard Dividend Appreciation ETF · $109B

+12.8%3 years · per year$14,350 · $16,669+18.6%

+5.9%5 years · per year$13,296 · $16,243+10.2%

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

9.78%12-mo yield$978 · $150 on $10k1.50%

−7.0%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsOCIO · VIG

1.2%AAPL4.9%

1.1%MSFT4.9%

0.3%LLY4.1%

0.2%JPM3.9%

Held in common3.9%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AOCIO	ClearShares OCIO ETFRead Desk	0.66%	9.78%	+0.3%	+4.4%	+5.4%	+12.8%	+5.9%	−7.0%	$169M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AOCIO	ClearShares OCIO ETFRead Desk	0.66%	9.78%	+0.3%	+4.4%	+5.4%	+12.8%	+5.9%	−7.0%	$169M

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

OCIO vs VIG

OCIO

ClearShares OCIO

$13,296

VIG

Vanguard Dividend Appreciation

$16,243

MeasureOCIOVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield9.78%1.50%

5 years, per year+5.9%+10.2%

3 years, per year+12.8%+18.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y12.2%10.8%

4–2measures won
VIG first

3.9%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: OCIO, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

OCIOVIGSCHD

OCIO—3.9%0.1%

VIG3.9%—14.5%

SCHD0.1%14.5%—

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

Income After Fees on $10,000

$912most kept, OCIO

OCIO$978 − $66 = $912

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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