TILT vs VIG

ATILT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,133TILT · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common34.6%TILT and VIG

TILT

VIG

Northern Trust Morningstar US Market Factor Tilt ETF · $2.2BVanguard Dividend Appreciation ETF · $109B

+23.5%3 years · per year$18,850 · $17,533+20.6%

+11.4%5 years · per year$17,133 · $17,005+11.2%

0.26%Expense ratio$26 · $4 on $10k · lower wins0.04%

1.06%12-mo yield$106 · $144 on $10k1.44%

−8.5%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsTILT · VIG

5.0%AAPL4.9%

4.0%MSFT4.9%

1.6%AVGO4.3%

1.2%LLY4.1%

Held in common34.6%

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk		0.26%	1.06%	+1.6%	+14.6%	+16.2%	+23.5%	+11.4%	−8.5%	$2.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

TILT vs VIG

TILT

Northern Trust Morningstar US Market Factor Tilt

$17,133

VIG

Vanguard Dividend Appreciation

$17,005

MeasureTILTVIG

Fee0.26%0.04%

Cost on $10k a year$26$4

Yield1.06%1.44%

5 years, per year+11.4%+11.2%

3 years, per year+23.5%+20.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.4%10.2%

4–2measures won
VIG first

34.6%

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: TILT, VIG

Today

34.6%most shared, TILT and VIG

TILTVIG

TILT—34.6%

VIG34.6%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

TILT$106 − $26 = $80

KeptFee

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