OEI vs VIG

AOEI

BVIG

Measures won3–1OEI wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG

Lowest cost0.04%VIG · $4 on $10k

Most income8.99%OEI · $899 on $10k

Smallest drop−6.5%OEI · worst fall in 1Y

Held in common47.4%OEI and VIG

OEI

VIG

Optimized Equity Income ETF · $54MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

1.02%Expense ratio$102 · $4 on $10k · lower wins0.04%

8.99%12-mo yield$899 · $145 on $10k1.45%

−6.5%

End-of-day Nov 13, 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%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	8.99%	+0.3%	+10.0%	+11.1%	new	new	−6.5%	$54M

End-of-day Nov 13, 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%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	AOEI	Optimized Equity Income ETFRead Desk		1.02%	8.99%	+0.3%	+10.0%	+11.1%	new	new	−6.5%	$54M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OEI vs VIG

OEI

Optimized Equity Income

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureOEIVIG

Fee1.02%0.04%

Cost on $10k a year$102$4

Yield8.99%1.45%

5 years, per year[…]+10.6%

3 years, per year[…]+18.9%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y9.9%11.0%

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OEI vs VIG

Both

Both

$10,000 in OEI, VIG

Overlap: OEI, VIG

OEI vs VIG

SCHD vs VIG

DGRO vs VIG

JEPQ vs JEPI

Overlap: OEI, VIG

Income After Fees on $10,000