ROAM vs VIG

AROAM

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,809ROAM · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common0.0%ROAM and VIG

ROAM

VIG

Hartford Multifactor Emerging Markets ETF · $101MVanguard Dividend Appreciation ETF · $109B

+22.0%3 years · per year$18,143 · $16,669+18.6%

+10.9%5 years · per year$16,809 · $16,243+10.2%

0.44%Expense ratio$44 · $4 on $10k · lower wins0.04%

2.55%12-mo yield$255 · $150 on $10k1.50%

−12.0%Worst dropSmaller wins−7.9%

18.5%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsROAM · 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

All Four

5Y4 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

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

All Four

5Y4 funds

#
1	AROAM	Hartford Multifactor Emerging Markets ETFRead Desk	0.44%	2.55%	+1.0%	+14.8%	+16.8%	+22.0%	+10.9%	−12.0%	$101M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B

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

ROAM vs VIG

ROAM

Hartford Multifactor Emerging Markets

$16,809

VIG

Vanguard Dividend Appreciation

$16,243

MeasureROAMVIG

Fee0.44%0.04%

Cost on $10k a year$44$4

Yield2.55%1.50%

5 years, per year+10.9%+10.2%

3 years, per year+22.0%+18.6%

Worst drop · 1Y−12.0%−7.9%

Volatility · 1Y18.5%10.8%

3–3measures won
level

0.0%

holdings shared

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS 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: ROAM, VIG, VXUS, SCHD

Today

14.5%most shared, VIG and SCHD

ROAMVIGVXUSSCHD

ROAM—0.0%10.5%0.0%

VIG0.0%—0.0%14.5%

VXUS10.5%0.0%—0.0%

SCHD0.0%14.5%0.0%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VXUS$245 − $5 = $240

ROAM$255 − $44 = $211

VIG$150 − $4 = $146

KeptFee

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