VO vs CPII

AVO

BCPII

Measures won2–3CPII wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income4.17%CPII · $417 on $10k

Smallest drop−2.2%CPII · worst fall in 1Y

Held in common[…]VO and CPII

CPII

Vanguard Morningstar Mid-Cap ETF · $103BAmerican Beacon Ionic Inflation Protection ETF · $11M

+18.8%3 years · per year$16,763 · $10,997+3.2%

+6.8%5 years · per year$13,867 · […][…]

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

1.35%12-mo yield$135 · $417 on $10k4.17%

−8.2%Worst dropSmaller wins−2.2%

13.1%VolatilityLower wins3.6%

2–3CPII wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVO · CPII

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

Held in common[…]

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.17%	−0.3%	+3.4%	+3.1%	+3.2%	new	−2.2%	$11M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	BCPII	American Beacon Ionic Inflation Protection ETFRead Desk	0.70%	4.17%	−0.3%	+3.4%	+3.1%	+3.2%	new	−2.2%	$11M

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

VO vs CPII

Vanguard Morningstar Mid-Cap

$13,867

CPII

American Beacon Ionic Inflation Protection

[…]

MeasureVOCPII

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield1.35%4.17%

5 years, per year+6.8%[…]

3 years, per year+18.8%+3.2%

Worst drop · 1Y−8.2%−2.2%

Volatility · 1Y13.1%3.6%

3–2measures won
CPII first

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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: VO, CPII, VTV

Today

28.5%most shared, VO and VTV

VOCPIIVTV

VO—[…]28.5%

CPII[…]—[…]

VTV28.5%[…]—

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

Income After Fees on $10,000

$347most kept, CPII

CPII$417 − $70 = $347

VTV$183 − $3 = $180

VO$135 − $3 = $132

KeptFee

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