VIG vs CEFS

AVIG

BCEFS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,277CEFS · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income7.63%CEFS · $763 on $10k

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

Held in common0.0%VIG and CEFS

VIG

CEFS

Vanguard Dividend Appreciation ETF · $109BSaba Opportunistic Hedged Closed-End Funds ETF · $410M

+18.6%3 years · per year$16,669 · $17,564+20.7%

+10.2%5 years · per year$16,243 · $17,277+11.6%

0.04%Expense ratio$4 · $111 on $10k · lower wins1.11%

1.50%12-mo yield$150 · $763 on $10k7.63%

−7.9%Worst dropSmaller wins−9.4%

10.8%VolatilityLower wins12.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · CEFS

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

Held in common0.0%

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	BCEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk	1.11%	7.63%	+0.9%	+6.6%	+10.2%	+20.7%	+11.6%	−9.4%	$410M
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	AVIG	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	BCEFS	Saba Opportunistic Hedged Closed-End Funds ETFRead Desk	1.11%	7.63%	+0.9%	+6.6%	+10.2%	+20.7%	+11.6%	−9.4%	$410M
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	AVIG	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

VIG vs CEFS

VIG

Vanguard Dividend Appreciation

$16,243

CEFS

Saba Opportunistic Hedged Closed-End Funds

$17,277

MeasureVIGCEFS

Fee0.04%1.11%

Cost on $10k a year$4$111

Yield1.50%7.63%

5 years, per year+10.2%+11.6%

3 years, per year+18.6%+20.7%

Worst drop · 1Y−7.9%−9.4%

Volatility · 1Y10.8%12.8%

3–3measures won
level

0.0%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, CEFS, SCHD

Today

14.5%most shared, VIG and SCHD

VIGCEFSSCHD

VIG—0.0%14.5%

CEFS0.0%—0.0%

SCHD14.5%0.0%—

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

Income After Fees on $10,000

$652most kept, CEFS

CEFS$763 − $111 = $652

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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