YLDW vs VIG

AYLDW

BVIG

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income7.04%YLDW · $704 on $10k

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

Held in common22.5%YLDW and VIG

YLDW

VIG

Westwood Enhanced Income Opportunity ETF · $44MVanguard Dividend Appreciation ETF · $109B

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

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

0.79%Expense ratio$79 · $4 on $10k · lower wins0.04%

7.04%12-mo yield$704 · $150 on $10k1.50%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins10.8%

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsYLDW · VIG

3.5%MSFT4.9%

3.1%AAPL4.9%

2.7%JPM3.9%

2.2%CSCO1.9%

Held in common22.5%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AYLDW	Westwood Enhanced Income Opportunity ETFRead Desk		0.79%	7.04%	0.0%	+3.3%	new	new	new	[…]	$44M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AYLDW	Westwood Enhanced Income Opportunity ETFRead Desk		0.79%	7.04%	0.0%	+3.3%	new	new	new	[…]	$44M

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

YLDW vs VIG

YLDW

Westwood Enhanced Income Opportunity

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureYLDWVIG

Fee0.79%0.04%

Cost on $10k a year$79$4

Yield7.04%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]10.8%

1–1measures won
level

22.5%

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%

$44.9BAssets$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: YLDW, VIG

Today

22.5%most shared, YLDW and VIG

YLDWVIG

YLDW—22.5%

VIG22.5%—

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

Income After Fees on $10,000

$625most kept, YLDW

YLDW$704 − $79 = $625

VIG$150 − $4 = $146

KeptFee

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