ONEO vs VIG

AONEO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ONEO $15,718

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.4%ONEO · worst fall in 1Y

Held in common18.0%ONEO and VIG

ONEO

VIG

State Street SPDR Russell 1000 Momentum Focus ETF · $31MVanguard Dividend Appreciation ETF · $109B

+20.5%3 years · per year$17,513 · $16,814+18.9%

+9.5%5 years · per year$15,718 · $16,331+10.3%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

1.25%12-mo yield$125 · $149 on $10k1.49%

−7.4%Worst dropSmaller wins−7.9%

13.2%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEO · VIG

0.6%MCK0.4%

0.3%ELV0.4%

0.3%TRV0.3%

0.3%AAPL4.9%

Held in common18.0%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AONEO	State Street SPDR Russell 1000 Momentum Focus ETFRead Desk		0.20%	1.25%	−3.1%	+18.1%	+21.6%	+20.5%	+9.5%	−7.4%	$31M

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

Cards for this view

ONEO vs VIG

ONEO

SPDR Russell 1000 Momentum Focus

$15,718

VIG

Vanguard Dividend Appreciation

$16,331

MeasureONEOVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.25%1.49%

5 years, per year+9.5%+10.3%

3 years, per year+20.5%+18.9%

Worst drop · 1Y−7.4%−7.9%

Volatility · 1Y13.2%10.8%

4–2measures won
VIG first

18.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ONEO, VIG

Today

18.0%most shared, ONEO and VIG

ONEOVIG

ONEO—18.0%

VIG18.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

ONEO$125 − $20 = $105

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee