ONEY vs VIG

AONEY

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · ONEY $16,806

Lowest cost0.04%VIG · $4 on $10k

Most income2.76%ONEY · $276 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common6.3%ONEY and VIG

ONEY

VIG

State Street SPDR Russell 1000 Yield Focus ETF · $671MVanguard Dividend Appreciation ETF · $109B

+20.4%3 years · per year$17,447 · $17,533+20.6%

+10.9%5 years · per year$16,805 · $17,005+11.2%

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

2.76%12-mo yield$276 · $144 on $10k1.44%

−9.1%Worst dropSmaller wins−7.9%

12.8%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsONEY · VIG

2.1%ACN0.5%

1.9%ALL0.2%

0.9%BDX0.2%

0.3%ETR0.2%

Held in common6.3%

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$671M

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	AONEY	State Street SPDR Russell 1000 Yield Focus ETFRead Desk		0.20%	2.76%	+2.5%	+24.3%	+28.4%	+20.4%	+10.9%	−9.1%	$671M

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

ONEY vs VIG

ONEY

SPDR Russell 1000 Yield Focus

$16,806

VIG

Vanguard Dividend Appreciation

$17,005

MeasureONEYVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield2.76%1.44%

5 years, per year+10.9%+11.2%

3 years, per year+20.4%+20.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y12.8%10.2%

5–1measures won
VIG first

6.3%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: ONEY, VIG

Today

6.3%most shared, ONEY and VIG

ONEYVIG

ONEY—6.3%

VIG6.3%—

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

Income After Fees on $10,000

$256most kept, ONEY

ONEY$276 − $20 = $256

VIG$144 − $4 = $140

KeptFee

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