SEPW vs VIG

ASEPW

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−3.2%SEPW · worst fall in 1Y

Held in common[…]SEPW and VIG

SEPW

VIG

AllianzIM U.S. Equity Buffer20 Sep ETF · $209MVanguard Dividend Appreciation ETF · $109B

+10.5%3 years · per year$13,480 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

0.74%Expense ratio$74 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $150 on $10k1.50%

−3.2%Worst dropSmaller wins−7.9%

5.1%VolatilityLower wins10.8%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEPW · VIG

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

Held in common[…]

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	ASEPW	AllianzIM U.S. Equity Buffer20 Sep ETFRead Desk		0.74%	0.00%	−2.2%	+4.5%	+5.8%	+10.5%	new	−3.2%	$209M

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	ASEPW	AllianzIM U.S. Equity Buffer20 Sep ETFRead Desk		0.74%	0.00%	−2.2%	+4.5%	+5.8%	+10.5%	new	−3.2%	$209M

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

SEPW vs VIG

SEPW

AllianzIM U.S. Equity Buffer20 Sep

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureSEPWVIG

Fee0.74%0.04%

Cost on $10k a year$74$4

Yield0.00%1.50%

5 years, per year[…]+10.2%

3 years, per year+10.5%+18.6%

Worst drop · 1Y−3.2%−7.9%

Volatility · 1Y5.1%10.8%

3–2measures won
VIG first

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%

$44.9BAssets$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: SEPW, VIG

Today

[…]holdings […]

SEPWVIG

SEPW—[…]

VIG[…]—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

SEPW$0 − $74 = −$74

KeptFee

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