OVF vs VIG

AOVF

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · OVF $14,589

Lowest cost0.04%VIG · $4 on $10k

Most income12.93%OVF · $1,293 on $10k

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

Held in common0.0%OVF and VIG

OVF

VIG

Overlay Shares Foreign Equity ETF · $67MVanguard Dividend Appreciation ETF · $109B

+21.3%3 years · per year$17,839 · $16,814+18.9%

+7.8%5 years · per year$14,589 · $16,331+10.3%

0.83%Expense ratio$83 · $4 on $10k · lower wins0.04%

12.93%12-mo yield$1,293 · $149 on $10k1.49%

−11.6%Worst dropSmaller wins−7.9%

19.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVF · 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	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.93%	−4.6%	+7.8%	+12.8%	+21.3%	+7.8%	−11.6%	$67M

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	AOVF	Overlay Shares Foreign Equity ETFRead Desk		0.83%	12.93%	−4.6%	+7.8%	+12.8%	+21.3%	+7.8%	−11.6%	$67M

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

OVF vs VIG

OVF

Overlay Shares Foreign Equity

$14,589

VIG

Vanguard Dividend Appreciation

$16,331

MeasureOVFVIG

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield12.93%1.49%

5 years, per year+7.8%+10.3%

3 years, per year+21.3%+18.9%

Worst drop · 1Y−11.6%−7.9%

Volatility · 1Y19.5%10.8%

4–2measures won
VIG first

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%

$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: OVF, VIG

Today

0.0%most shared, OVF and VIG

OVFVIG

OVF—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

$1,210most kept, OVF

OVF$1,293 − $83 = $1,210

VIG$149 − $4 = $145

KeptFee

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