SOXY vs VIG

ASOXY

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income13.54%SOXY · $1,354 on $10k

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

Held in common10.3%SOXY and VIG

SOXY

VIG

YieldMax Target 12 Semiconductor Option Income ETF · $61MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

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

1.06%Expense ratio$106 · $4 on $10k · lower wins0.04%

13.54%12-mo yield$1,354 · $144 on $10k1.44%

−30.4%Worst dropSmaller wins−7.9%

43.6%VolatilityLower wins10.2%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSOXY · VIG

4.6%AVGO4.3%

3.8%LRCX1.8%

4.3%TXN1.1%

3.5%KLAC1.1%

Held in common10.3%

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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M

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	ASOXY	YieldMax Target 12 Semiconductor Option Income ETFRead Desk		1.06%	13.54%	−4.1%	+40.8%	+38.8%	new	new	−30.4%	$61M

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

SOXY vs VIG

SOXY

YieldMax Target 12 Semiconductor Option Income

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSOXYVIG

Fee1.06%0.04%

Cost on $10k a year$106$4

Yield13.54%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−30.4%−7.9%

Volatility · 1Y43.6%10.2%

3–1measures won
VIG first

10.3%

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: SOXY, VIG

Today

10.3%most shared, SOXY and VIG

SOXYVIG

SOXY—10.3%

VIG10.3%—

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

Income After Fees on $10,000

$1,248most kept, SOXY

SOXY$1,354 − $106 = $1,248

VIG$144 − $4 = $140

KeptFee

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