SIO vs VYM

ASIO

BVYM

Measures won3–2SIO wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM

Lowest cost0.04%VYM · $4 on $10k

Most income7.01%SIO · $701 on $10k

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

Held in common1.1%SIO and VYM

SIO

VYM

Touchstone Strategic Income ETF · $287MVanguard High Dividend Yield ETF · $78.9B

+7.9%3 years · per year$12,554 · $17,266+20.0%

[…]5 years · per year[…] · $17,002+11.2%

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

7.01%12-mo yield$701 · $230 on $10k2.30%

−3.6%Worst dropSmaller wins−6.7%

4.0%VolatilityLower wins10.6%

3–2SIO wins

$10,000 · 5 yearsOne scale

Shared top holdingsSIO · VYM

0.2%JNJ2.7%

0.2%XOM2.8%

0.2%IBM0.9%

0.2%RTX1.1%

Held in common1.1%

End-of-day Nov 5, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$287M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	ASIO	Touchstone Strategic Income ETFRead Desk		0.82%	7.01%	−0.2%	+0.4%	+1.4%	+7.9%	new	−3.6%	$287M

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

Cards for this view

SIO vs VYM

SIO

Touchstone Strategic Income

[…]

VYM

Vanguard High Dividend Yield

$17,002

MeasureSIOVYM

Fee0.82%0.04%

Cost on $10k a year$82$4

Yield7.01%2.30%

5 years, per year[…]+11.2%

3 years, per year+7.9%+20.0%

Worst drop · 1Y−3.6%−6.7%

Volatility · 1Y4.0%10.6%

3–2measures won
SIO first

1.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: SIO, VYM

Today

1.1%most shared, SIO and VYM

SIOVYM

SIO—1.1%

VYM1.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$619most kept, SIO

SIO$701 − $82 = $619

VYM$230 − $4 = $226

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee