OVT vs VIG

AOVT

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,243VIG · OVT $11,444

Lowest cost0.04%VIG · $4 on $10k

Most income7.84%OVT · $784 on $10k

Smallest drop−2.0%OVT · worst fall in 1Y

Held in common0.0%OVT and VIG

OVT

VIG

Overlay Shares Short Term Bond ETF · $63MVanguard Dividend Appreciation ETF · $109B

+7.5%3 years · per year$12,432 · $16,669+18.6%

+2.7%5 years · per year$11,444 · $16,243+10.2%

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

7.84%12-mo yield$784 · $150 on $10k1.50%

−2.0%Worst dropSmaller wins−7.9%

4.2%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOVT · 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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.84%	−0.1%	+1.5%	+3.4%	+7.5%	+2.7%	−2.0%	$63M

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	AOVT	Overlay Shares Short Term Bond ETFRead Desk		0.79%	7.84%	−0.1%	+1.5%	+3.4%	+7.5%	+2.7%	−2.0%	$63M

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

OVT vs VIG

OVT

Overlay Shares Short Term Bond

$11,444

VIG

Vanguard Dividend Appreciation

$16,243

MeasureOVTVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield7.84%1.50%

5 years, per year+2.7%+10.2%

3 years, per year+7.5%+18.6%

Worst drop · 1Y−2.0%−7.9%

Volatility · 1Y4.2%10.8%

3–3measures won
level

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%

$44.7BAssets$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: OVT, VIG

Today

0.0%most shared, OVT and VIG

OVTVIG

OVT—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

$705most kept, OVT

OVT$784 − $79 = $705

VIG$150 − $4 = $146

KeptFee

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