OWNS vs VIG

AOWNS

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,495VIG · OWNS $10,078

Lowest cost0.04%VIG · $4 on $10k

Most income4.26%OWNS · $426 on $10k

Smallest drop−5.8%OWNS · worst fall in 1Y

Held in common[…]OWNS and VIG

OWNS

VIG

CCM Affordable Housing MBS ETF · $106MVanguard Dividend Appreciation ETF · $109B

+5.9%3 years · per year$11,860 · $17,369+20.2%

+0.2%5 years · per year$10,078 · $16,495+10.5%

0.68%Expense ratio$68 · $4 on $10k · lower wins0.04%

4.26%12-mo yield$426 · $147 on $10k1.47%

−5.8%Worst dropSmaller wins−7.9%

4.6%VolatilityLower wins10.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsOWNS · VIG

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

Held in common[…]

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AOWNS	CCM Affordable Housing MBS ETFRead Desk		0.68%	4.26%	0.0%	−0.6%	+0.2%	+5.9%	+0.2%	−5.8%	$106M

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AOWNS	CCM Affordable Housing MBS ETFRead Desk		0.68%	4.26%	0.0%	−0.6%	+0.2%	+5.9%	+0.2%	−5.8%	$106M

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

Cards for this view

OWNS vs VIG

OWNS

CCM Affordable Housing MBS

$10,078

VIG

Vanguard Dividend Appreciation

$16,495

MeasureOWNSVIG

Fee0.68%0.04%

Cost on $10k a year$68$4

Yield4.26%1.47%

5 years, per year+0.2%+10.5%

3 years, per year+5.9%+20.2%

Worst drop · 1Y−5.8%−7.9%

Volatility · 1Y4.6%10.0%

3–3measures won
level

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: OWNS, VIG

Today

[…]holdings […]

OWNSVIG

OWNS—[…]

VIG[…]—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$358most kept, OWNS

OWNS$426 − $68 = $358

VIG$147 − $4 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee