RULE vs VIG

ARULE

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common12.8%RULE and VIG

RULE

VIG

Adaptive Core ETF · $16MVanguard Dividend Appreciation ETF · $109B

+15.9%3 years · per year$15,568 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

2.24%Expense ratio$224 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $144 on $10k1.44%

−20.3%Worst dropSmaller wins−7.9%

28.7%VolatilityLower wins10.2%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsRULE · VIG

2.7%MSFT4.9%

2.2%AAPL4.9%

2.4%MA2.0%

2.0%CSCO1.9%

Held in common12.8%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ARULE	Adaptive Core ETFRead Desk		2.24%	0.00%	−1.4%	+19.7%	+18.0%	+15.9%	new	−20.3%	$16M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ARULE	Adaptive Core ETFRead Desk		2.24%	0.00%	−1.4%	+19.7%	+18.0%	+15.9%	new	−20.3%	$16M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

RULE vs VIG

RULE

Adaptive Core

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureRULEVIG

Fee2.24%0.04%

Cost on $10k a year$224$4

Yield0.00%1.44%

5 years, per year[…]+11.2%

3 years, per year+15.9%+20.6%

Worst drop · 1Y−20.3%−7.9%

Volatility · 1Y28.7%10.2%

5–0measures won
VIG first

12.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: RULE, VIG

Today

12.8%most shared, RULE and VIG

RULEVIG

RULE—12.8%

VIG12.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

RULE$0 − $224 = −$224

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee