ZROZ vs VIG

AZROZ

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · ZROZ $4,711

Lowest cost0.04%VIG · $4 on $10k

Most income5.19%ZROZ · $519 on $10k

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

Held in common[…]ZROZ and VIG

ZROZ

VIG

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund · $1.9BVanguard Dividend Appreciation ETF · $109B

+1.0%3 years · per year$10,295 · $16,814+18.9%

−14.0%5 years · per year$4,711 · $16,331+10.3%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

5.19%12-mo yield$519 · $149 on $10k1.49%

−20.0%Worst dropSmaller wins−7.9%

16.1%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsZROZ · VIG

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

Held in common[…]

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.9B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AZROZ	PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded FundRead Desk		0.15%	5.19%	+0.2%	−4.9%	−9.8%	+1.0%	−14.0%	−20.0%	$1.9B

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

Cards for this view

ZROZ vs VIG

ZROZ

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

$4,711

VIG

Vanguard Dividend Appreciation

$16,331

MeasureZROZVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield5.19%1.49%

5 years, per year−14.0%+10.3%

3 years, per year+1.0%+18.9%

Worst drop · 1Y−20.0%−7.9%

Volatility · 1Y16.1%10.8%

5–1measures won
VIG first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ZROZ, VIG

Today

[…]holdings […]

ZROZVIG

ZROZ—[…]

VIG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$504most kept, ZROZ

ZROZ$519 − $15 = $504

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee