VIG vs SDTY

AVIG

BSDTY

Measures won3–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income29.63%SDTY · $2,963 on $10k

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

Held in common[…]VIG and SDTY

VIG

SDTY

Vanguard Dividend Appreciation ETF · $109BYieldMax S&P 500 0DTE Covered Call Strategy ETF · $41M

+18.6%3 years · per year$16,669 · […][…]

+10.2%5 years · per year$16,243 · […][…]

0.04%Expense ratio$4 · $108 on $10k · lower wins1.08%

1.50%12-mo yield$150 · $2,963 on $10k29.63%

−7.9%Worst dropSmaller wins−8.0%

10.8%VolatilityLower wins12.6%

3–1VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · SDTY

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

Held in common[…]

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	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.63%	+0.7%	+8.6%	+10.8%	new	new	−8.0%	$41M

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	BSDTY	YieldMax S&P 500 0DTE Covered Call Strategy ETFRead Desk		1.08%	29.63%	+0.7%	+8.6%	+10.8%	new	new	−8.0%	$41M

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 SDTY

VIG

Vanguard Dividend Appreciation

$16,243

SDTY

YieldMax S&P 500 0DTE Covered Call Strategy

[…]

MeasureVIGSDTY

Fee0.04%1.08%

Cost on $10k a year$4$108

Yield1.50%29.63%

5 years, per year+10.2%[…]

3 years, per year+18.6%[…]

Worst drop · 1Y−7.9%−8.0%

Volatility · 1Y10.8%12.6%

3–1measures won
VIG first

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%

$44.9BAssets$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

Overlap: VIG, SDTY

Today

[…]holdings […]

VIGSDTY

VIG—[…]

SDTY[…]—

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

Income After Fees on $10,000

$2,855most kept, SDTY

SDTY$2,963 − $108 = $2,855

VIG$150 − $4 = $146

KeptFee

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