OVB vs VIG

AOVB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · OVB $10,015

Lowest cost0.04%VIG · $4 on $10k

Most income6.75%OVB · $675 on $10k

Smallest drop−4.0%OVB · worst fall in 1Y

Held in common0.0%OVB and VIG

OVB

VIG

Overlay Shares Core Bond ETF · $48MVanguard Dividend Appreciation ETF · $109B

+7.7%3 years · per year$12,484 · $16,814+18.9%

+0.0%5 years · per year$10,015 · $16,331+10.3%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

6.75%12-mo yield$675 · $149 on $10k1.49%

−4.0%Worst dropSmaller wins−7.9%

6.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVB · VIG

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

Held in common0.0%

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	AOVB	Overlay Shares Core Bond ETFRead Desk		0.79%	6.75%	−1.0%	+0.4%	+1.4%	+7.7%	0.0%	−4.0%	$48M

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	AOVB	Overlay Shares Core Bond ETFRead Desk		0.79%	6.75%	−1.0%	+0.4%	+1.4%	+7.7%	0.0%	−4.0%	$48M

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

OVB vs VIG

OVB

Overlay Shares Core Bond

$10,015

VIG

Vanguard Dividend Appreciation

$16,331

MeasureOVBVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield6.75%1.49%

5 years, per year+0.0%+10.3%

3 years, per year+7.7%+18.9%

Worst drop · 1Y−4.0%−7.9%

Volatility · 1Y6.4%10.8%

3–3measures won
level

0.0%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: OVB, VIG

Today

0.0%most shared, OVB and VIG

OVBVIG

OVB—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$596most kept, OVB

OVB$675 − $79 = $596

VIG$149 − $4 = $145

KeptFee

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