SWAN vs VIG

ASWAN

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · SWAN $11,044

Lowest cost0.04%VIG · $4 on $10k

Most income3.36%SWAN · $336 on $10k

Smallest drop−7.0%SWAN · worst fall in 1Y

Held in common0.0%SWAN and VIG

SWAN

VIG

Amplify BlackSwan Growth & Treasury Core ETF · $152MVanguard Dividend Appreciation ETF · $109B

+15.7%3 years · per year$15,483 · $17,533+20.6%

+2.0%5 years · per year$11,044 · $17,005+11.2%

0.49%Expense ratio$49 · $4 on $10k · lower wins0.04%

3.36%12-mo yield$336 · $144 on $10k1.44%

−7.0%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsSWAN · VIG

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

Held in common0.0%

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	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.36%	+1.7%	+3.4%	+2.9%	+15.7%	+2.0%	−7.0%	$152M

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	ASWAN	Amplify BlackSwan Growth & Treasury Core ETFRead Desk		0.49%	3.36%	+1.7%	+3.4%	+2.9%	+15.7%	+2.0%	−7.0%	$152M

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

SWAN vs VIG

SWAN

Amplify BlackSwan Growth & Treasury Core

$11,044

VIG

Vanguard Dividend Appreciation

$17,005

MeasureSWANVIG

Fee0.49%0.04%

Cost on $10k a year$49$4

Yield3.36%1.44%

5 years, per year+2.0%+11.2%

3 years, per year+15.7%+20.6%

Worst drop · 1Y−7.0%−7.9%

Volatility · 1Y10.8%10.2%

4–2measures won
VIG first

0.0%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: SWAN, VIG

Today

0.0%most shared, SWAN and VIG

SWANVIG

SWAN—0.0%

VIG0.0%—

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

Income After Fees on $10,000

$287most kept, SWAN

SWAN$336 − $49 = $287

VIG$144 − $4 = $140

KeptFee

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