RJVI vs VIG

ARJVI

BVIG

Measures won3–1RJVI wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income4.22%RJVI · $422 on $10k

Smallest drop−4.2%RJVI · worst fall in 1Y

Held in common5.2%RJVI and VIG

RJVI

VIG

RJ Eagle Vertical Income ETF · $22MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.51%Expense ratio$51 · $4 on $10k · lower wins0.04%

4.22%12-mo yield$422 · $146 on $10k1.46%

−4.2%Worst dropSmaller wins−7.9%

4.2%VolatilityLower wins11.0%

3–1RJVI wins

$10,000 · 5 yearsOne scale

Shared top holdingsRJVI · VIG

1.5%KO1.5%

1.3%ABBV2.0%

0.8%CSCO1.9%

0.7%IBM0.9%

Held in common5.2%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.22%	+0.2%	+1.7%	+2.8%	new	new	−4.2%	$22M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	ARJVI	RJ Eagle Vertical Income ETFRead Desk		0.51%	4.22%	+0.2%	+1.7%	+2.8%	new	new	−4.2%	$22M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RJVI vs VIG

RJVI

RJ Eagle Vertical Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureRJVIVIG

Fee0.51%0.04%

Cost on $10k a year$51$4

Yield4.22%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−4.2%−7.9%

Volatility · 1Y4.2%11.0%

3–1measures won
RJVI first

5.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: RJVI, VIG

Today

5.2%most shared, RJVI and VIG

RJVIVIG

RJVI—5.2%

VIG5.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$371most kept, RJVI

RJVI$422 − $51 = $371

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee