VIG vs ACIO

AVIG

BACIO

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · ACIO $15,189

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−6.6%ACIO · worst fall in 1Y

Held in common42.2%VIG and ACIO

VIG

ACIO

Vanguard Dividend Appreciation ETF · $109BAptus Collared Income Opportunity ETF · $2.3B

+18.8%3 years · per year$16,775 · $15,169+14.9%

+10.7%5 years · per year$16,638 · $15,189+8.7%

0.04%Expense ratio$4 · $79 on $10k · lower wins0.79%

1.46%12-mo yield$146 · $39 on $10k0.39%

−7.9%Worst dropSmaller wins−6.6%

11.0%VolatilityLower wins9.9%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · ACIO

4.9%MSFT6.2%

4.9%AAPL7.8%

2.5%V2.2%

4.3%AVGO2.2%

Held in common42.2%

End-of-day Nov 9, 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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	BACIO	Aptus Collared Income Opportunity ETFRead Desk		0.79%	0.39%	+1.3%	+6.1%	+6.7%	+14.9%	+8.7%	−6.6%	$2.3B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs ACIO

VIG

Vanguard Dividend Appreciation

$16,638

ACIO

Aptus Collared Income Opportunity

$15,189

MeasureVIGACIO

Fee0.04%0.79%

Cost on $10k a year$4$79

Yield1.46%0.39%

5 years, per year+10.7%+8.7%

3 years, per year+18.8%+14.9%

Worst drop · 1Y−7.9%−6.6%

Volatility · 1Y11.0%9.9%

4–2measures won
VIG first

42.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VIG, ACIO

Today

42.2%most shared, VIG and ACIO

VIGACIO

VIG—42.2%

ACIO42.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

ACIO$39 − $79 = −$40

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee