SOVF vs VIG

ASOVF

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common6.0%SOVF and VIG

SOVF

VIG

Sovereign's Capital Flourish Fund · $92MVanguard Dividend Appreciation ETF · $109B

+9.7%3 years · per year$13,194 · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.72%12-mo yield$72 · $149 on $10k1.49%

−13.8%Worst dropSmaller wins−7.9%

14.9%VolatilityLower wins10.8%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOVF · VIG

1.4%CSCO1.9%

3.9%QCOM0.9%

1.4%NEE0.7%

1.0%SPGI0.5%

Held in common6.0%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−3.6%	+7.9%	+11.8%	+9.7%	new	−13.8%	$92M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	ASOVF	Sovereign's Capital Flourish FundRead Desk		0.75%	0.72%	−3.6%	+7.9%	+11.8%	+9.7%	new	−13.8%	$92M

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

SOVF vs VIG

SOVF

Sovereign's Capital Flourish Fund

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureSOVFVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.72%1.49%

5 years, per year[…]+10.3%

3 years, per year+9.7%+18.9%

Worst drop · 1Y−13.8%−7.9%

Volatility · 1Y14.9%10.8%

5–0measures won
VIG first

6.0%

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: SOVF, VIG

Today

6.0%most shared, SOVF and VIG

SOVFVIG

SOVF—6.0%

VIG6.0%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

SOVF$72 − $75 = −$3

KeptFee

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