VIG vs CBLS

AVIG

BCBLS

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · CBLS $10,693

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common12.6%VIG and CBLS

VIG

CBLS

Vanguard Dividend Appreciation ETF · $109BClough Hedged Equity ETF · $31M

+18.6%3 years · per year$16,669 · $14,811+14.0%

+10.2%5 years · per year$16,243 · $10,693+1.3%

0.04%Expense ratio$4 · $189 on $10k · lower wins1.89%

1.50%12-mo yield$150 · $90 on $10k0.90%

−7.9%Worst dropSmaller wins−21.2%

10.8%VolatilityLower wins19.9%

6–0VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · CBLS

4.9%MSFT2.6%

4.1%LLY2.4%

4.3%AVGO2.3%

1.8%COST2.0%

Held in common12.6%

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

Both

5Y2 funds

#			Trend
1	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	BCBLS	Clough Hedged Equity ETFRead Desk		1.89%	0.90%	+1.7%	−0.1%	−1.3%	+14.0%	+1.3%	−21.2%	$31M

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

VIG vs CBLS

VIG

Vanguard Dividend Appreciation

$16,243

CBLS

Clough Hedged Equity

$10,693

MeasureVIGCBLS

Fee0.04%1.89%

Cost on $10k a year$4$189

Yield1.50%0.90%

5 years, per year+10.2%+1.3%

3 years, per year+18.6%+14.0%

Worst drop · 1Y−7.9%−21.2%

Volatility · 1Y10.8%19.9%

6–0measures won
VIG first

12.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, CBLS

Today

12.6%most shared, VIG and CBLS

VIGCBLS

VIG—12.6%

CBLS12.6%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

CBLS$90 − $189 = −$99

KeptFee

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