SEPZ vs VIG

ASEPZ

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SEPZ $15,989

Lowest cost0.04%VIG · $4 on $10k

Most income2.03%SEPZ · $203 on $10k

Smallest drop−7.3%SEPZ · worst fall in 1Y

Held in common[…]SEPZ and VIG

SEPZ

VIG

TrueShares Structured Outcome (September) ETF · $101MVanguard Dividend Appreciation ETF · $109B

+16.0%3 years · per year$15,591 · $16,775+18.8%

+9.8%5 years · per year$15,989 · $16,638+10.7%

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

2.03%12-mo yield$203 · $146 on $10k1.46%

−7.3%Worst dropSmaller wins−7.9%

11.4%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSEPZ · VIG

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

Held in common[…]

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	ASEPZ	TrueShares Structured Outcome (September) ETFRead Desk		0.79%	2.03%	+1.8%	+8.0%	+9.8%	+16.0%	+9.8%	−7.3%	$101M

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	ASEPZ	TrueShares Structured Outcome (September) ETFRead Desk		0.79%	2.03%	+1.8%	+8.0%	+9.8%	+16.0%	+9.8%	−7.3%	$101M

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

SEPZ vs VIG

SEPZ

TrueShares Structured Outcome (September)

$15,989

VIG

Vanguard Dividend Appreciation

$16,638

MeasureSEPZVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield2.03%1.46%

5 years, per year+9.8%+10.7%

3 years, per year+16.0%+18.8%

Worst drop · 1Y−7.3%−7.9%

Volatility · 1Y11.4%11.0%

4–2measures won
VIG first

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: SEPZ, VIG

Today

[…]holdings […]

SEPZVIG

SEPZ—[…]

VIG[…]—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

SEPZ$203 − $79 = $124

KeptFee

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