OVS vs VIG

AOVS

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · OVS $13,062

Lowest cost0.04%VIG · $4 on $10k

Most income10.35%OVS · $1,035 on $10k

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

Held in common0.0%OVS and VIG

OVS

VIG

Overlay Shares Small Cap Equity ETF · $45MVanguard Dividend Appreciation ETF · $109B

+19.2%3 years · per year$16,943 · $16,669+18.6%

+5.5%5 years · per year$13,061 · $16,243+10.2%

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

10.35%12-mo yield$1,035 · $150 on $10k1.50%

−9.9%Worst dropSmaller wins−7.9%

18.3%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsOVS · VIG

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

Held in common0.0%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$45M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AOVS	Overlay Shares Small Cap Equity ETFRead Desk		0.83%	10.35%	−0.1%	+15.6%	+18.3%	+19.2%	+5.5%	−9.9%	$45M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

OVS vs VIG

OVS

Overlay Shares Small Cap Equity

$13,062

VIG

Vanguard Dividend Appreciation

$16,243

MeasureOVSVIG

Fee0.83%0.04%

Cost on $10k a year$83$4

Yield10.35%1.50%

5 years, per year+5.5%+10.2%

3 years, per year+19.2%+18.6%

Worst drop · 1Y−9.9%−7.9%

Volatility · 1Y18.3%10.8%

4–2measures won
VIG first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: OVS, VIG

Today

0.0%most shared, OVS and VIG

OVSVIG

OVS—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$952most kept, OVS

OVS$1,035 − $83 = $952

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee