VIG vs OSCV

AVIG

BOSCV

Measures won6–0VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common0.6%VIG and OSCV

VIG

OSCV

Vanguard Dividend Appreciation ETF · $109BOpus Small Cap Value Plus ETF · $622M

+18.8%3 years · per year$16,775 · $14,197+12.4%

+10.7%5 years · per year$16,638 · $12,639+4.8%

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

1.46%12-mo yield$146 · $111 on $10k1.11%

−7.9%Worst dropSmaller wins−9.1%

11.0%VolatilityLower wins12.4%

6–0VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · OSCV

0.1%DTM0.9%

0.0%SCI1.4%

0.0%DCI0.7%

0.0%ENSG2.7%

Held in common0.6%

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

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

All Three

5Y3 funds

#
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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	BOSCV	Opus Small Cap Value Plus ETFRead Desk	0.79%	1.11%	+2.5%	+12.8%	+14.3%	+12.4%	+4.8%	−9.1%	$622M

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 OSCV

VIG

Vanguard Dividend Appreciation

$16,638

OSCV

Opus Small Cap Value Plus

$12,639

MeasureVIGOSCV

Fee0.04%0.79%

Cost on $10k a year$4$79

Yield1.46%1.11%

5 years, per year+10.7%+4.8%

3 years, per year+18.8%+12.4%

Worst drop · 1Y−7.9%−9.1%

Volatility · 1Y11.0%12.4%

6–0measures won
VIG first

0.6%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: VIG, OSCV, SCHD

Today

14.5%most shared, VIG and SCHD

VIGOSCVSCHD

VIG—0.6%14.5%

OSCV0.6%—0.4%

SCHD14.5%0.4%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

OSCV$111 − $79 = $32

KeptFee

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