TILT vs VIG

ATILT

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,273TILT · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common34.9%TILT and VIG

TILT

VIG

Northern Trust Morningstar US Market Factor Tilt ETF · $2.1BVanguard Dividend Appreciation ETF · $109B

+21.2%3 years · per year$17,818 · $16,669+18.6%

+10.2%5 years · per year$16,273 · $16,243+10.2%

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

1.10%12-mo yield$110 · $150 on $10k1.50%

−8.5%Worst dropSmaller wins−7.9%

13.0%VolatilityLower wins10.8%

1–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsTILT · VIG

5.3%AAPL4.9%

4.2%MSFT4.9%

1.4%AVGO4.3%

1.2%JPM3.9%

Held in common34.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ATILT	Northern Trust Morningstar US Market Factor Tilt ETFRead Desk	0.26%	1.10%	+0.1%	+10.2%	+12.2%	+21.2%	+10.2%	−8.5%	$2.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$16,273

VIG

Vanguard Dividend Appreciation

$16,243

MeasureTILTVIG

Fee0.26%0.04%

Cost on $10k a year$26$4

Yield1.10%1.50%

5 years, per year+10.2%+10.2%

3 years, per year+21.2%+18.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y13.0%10.8%

4–1measures won
VIG first

34.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: TILT, VIG, SCHD

Today

34.9%most shared, TILT and VIG

TILTVIGSCHD

TILT—34.9%8.0%

VIG34.9%—14.5%

SCHD8.0%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

TILT$110 − $26 = $84

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee