QTR vs VIG

AQTR

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · QTR $15,127

Lowest cost0.04%VIG · $4 on $10k

Most income17.97%QTR · $1,797 on $10k

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

Held in common29.6%QTR and VIG

QTR

VIG

Global X - Nasdaq 100 Tail Risk ETF · $9MVanguard Dividend Appreciation ETF · $109B

+18.1%3 years · per year$16,468 · $16,669+18.6%

+8.6%5 years · per year$15,127 · $16,243+10.2%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

17.97%12-mo yield$1,797 · $150 on $10k1.50%

−12.3%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsQTR · VIG

6.6%MSFT4.9%

8.4%AAPL4.9%

2.3%AVGO4.3%

2.8%WMT2.1%

Held in common29.6%

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.97%	+0.5%	+4.0%	+2.0%	+18.1%	+8.6%	−12.3%	$9M

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	AQTR	Global X - Nasdaq 100 Tail Risk ETFRead Desk		0.25%	17.97%	+0.5%	+4.0%	+2.0%	+18.1%	+8.6%	−12.3%	$9M

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

QTR vs VIG

QTR

Global X - Nasdaq 100 Tail Risk

$15,127

VIG

Vanguard Dividend Appreciation

$16,243

MeasureQTRVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield17.97%1.50%

5 years, per year+8.6%+10.2%

3 years, per year+18.1%+18.6%

Worst drop · 1Y−12.3%−7.9%

Volatility · 1Y17.5%10.8%

5–1measures won
VIG first

29.6%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: QTR, VIG

Today

29.6%most shared, QTR and VIG

QTRVIG

QTR—29.6%

VIG29.6%—

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

Income After Fees on $10,000

$1,772most kept, QTR

QTR$1,797 − $25 = $1,772

VIG$150 − $4 = $146

KeptFee

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