OCTU vs VIG

AOCTU

BVIG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−5.9%OCTU · worst fall in 1Y

Held in common[…]OCTU and VIG

OCTU

VIG

AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF · $59MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.74%Expense ratio$74 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $146 on $10k1.46%

−5.9%Worst dropSmaller wins−7.9%

10.6%VolatilityLower wins11.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsOCTU · VIG

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

Held in common[…]

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AOCTU	AllianzIM U.S. Equity Buffer15 Uncapped Oct ETFRead Desk		0.74%	0.00%	+1.6%	+7.3%	+8.3%	new	new	−5.9%	$59M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AOCTU	AllianzIM U.S. Equity Buffer15 Uncapped Oct ETFRead Desk		0.74%	0.00%	+1.6%	+7.3%	+8.3%	new	new	−5.9%	$59M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OCTU vs VIG

OCTU

AllianzIM U.S. Equity Buffer15 Uncapped Oct

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureOCTUVIG

Fee0.74%0.04%

Cost on $10k a year$74$4

Yield0.00%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−5.9%−7.9%

Volatility · 1Y10.6%11.0%

2–2measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: OCTU, VIG

Today

[…]holdings […]

OCTUVIG

OCTU—[…]

VIG[…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

OCTU$0 − $74 = −$74

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee