SIO vs VIG

ASIO

BVIG

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income7.00%SIO · $700 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common0.9%SIO and VIG

SIO

VIG

Touchstone Strategic Income ETF · $287MVanguard Dividend Appreciation ETF · $109B

+8.0%3 years · per year$12,587 · $17,533+20.6%

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

0.82%Expense ratio$82 · $4 on $10k · lower wins0.04%

7.00%12-mo yield$700 · $144 on $10k1.44%

−3.6%Worst dropSmaller wins−7.9%

4.0%VolatilityLower wins10.2%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · VIG

0.2%JNJ2.8%

0.2%XOM3.0%

0.2%IBM0.9%

0.1%TXN1.1%

Held in common0.9%

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	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.4%	+0.5%	+1.7%	+8.0%	new	−3.6%	$287M

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	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.00%	+0.4%	+0.5%	+1.7%	+8.0%	new	−3.6%	$287M

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

SIO vs VIG

SIO

Touchstone Strategic Income

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSIOVIG

Fee0.82%0.04%

Cost on $10k a year$82$4

Yield7.00%1.44%

5 years, per year[…]+11.2%

3 years, per year+8.0%+20.6%

Worst drop · 1Y−3.6%−7.9%

Volatility · 1Y4.0%10.2%

3–2measures won
SIO first

0.9%

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: SIO, VIG

Today

0.9%most shared, SIO and VIG

SIOVIG

SIO—0.9%

VIG0.9%—

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

Income After Fees on $10,000

$618most kept, SIO

SIO$700 − $82 = $618

VIG$144 − $4 = $140

KeptFee

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