SDTY vs VIG

ASDTY

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income28.64%SDTY · $2,864 on $10k

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

Held in common[…]SDTY and VIG

SDTY

VIG

YieldMax S&P 500 0DTE Covered Call Strategy ETF · $40MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

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

1.08%Expense ratio$108 · $4 on $10k · lower wins0.04%

28.64%12-mo yield$2,864 · $144 on $10k1.44%

−8.0%Worst dropSmaller wins−7.9%

11.8%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSDTY · VIG

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

Held in common[…]

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	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	28.64%	+1.3%	+12.2%	+13.8%	new	new	−8.0%	$40M

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	ASDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	28.64%	+1.3%	+12.2%	+13.8%	new	new	−8.0%	$40M

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

SDTY vs VIG

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSDTYVIG

Fee1.08%0.04%

Cost on $10k a year$108$4

Yield28.64%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−8.0%−7.9%

Volatility · 1Y11.8%10.2%

3–1measures won
VIG first

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SDTY, VIG

Today

[…]holdings […]

SDTYVIG

SDTY—[…]

VIG[…]—

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

Income After Fees on $10,000

$2,756most kept, SDTY

SDTY$2,864 − $108 = $2,756

VIG$144 − $4 = $140

KeptFee

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