Compare · 3 funds side by side · dividends reinvested

GLDI, XYLD and VIG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,983GLDI · best of the three

02 / 04

GLDI, XYLD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

Global X - S&P 500 Covered Call ETFIncome · Covered calls0.60%10.55%+7.8%+11.8%+13.2%+6.7%−5.3%8.0%$3.4B2.0

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Income · Covered calls0.65%27.98%−3.3%+3.8%+17.4%+11.2%−16.0%18.6%$176M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: GLDI 2013 · XYLD 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $176M$16,983

GLDI

XYLD

Global X - S&P 500 Covered Call ETF · $3.4B$13,854

$10,000 five years ago, dividends reinvested

GLDIMeasureXYLD

−3.3%Year to dateJan 1 → Nov 6+7.8%

+3.8%1 yearTotal return+11.8%

+17.4%3 years · per year$10,000 became $16,192 · $14,499+13.2%

+11.2%5 years · per year$10,000 became $16,983 · $13,854+6.7%

0.65%Expense ratio$65 · $60 a year on $10k · lower is better0.60%

27.98%Trailing 12-mo yield$2,798 · $1,055 a year on $10k10.55%

−16.0%Worst dropSmaller is better−5.3%

18.6%VolatilityLower is calmer8.0%

GLDIXYLD Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5XYLD wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

GLDI vs XYLD: Top 5 Holdings

Today

GLDI

[…]in top 5

XYLD

in top 527.8%

GLDIStockXYLD

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

GLDI vs XYLD Returns, Every Period

ETRACSGLDI

+11.2%

5 years, per year

XYLDGlobal X

+6.7%

5 years, per year

GLDIXYLDFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

GLDI vs XYLD

YTD

ETRACSGLDI

−3.3%

XYLDGlobal X

+7.8%

−3.3%Year to date+7.8%

−16.0%Worst drop · 1Y−5.3%

18.6%Volatility · 1Y8.0%

28.0%Yield10.6%

$176MAssets$3.4B

3–1XYLD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GLDI, XYLD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XYLD0.60%$60

GLDI0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: GLDI, XYLD, VIG

27.98%highest, GLDI

FundTrailing yieldYield$10k

GLDI27.98%$2,798

XYLD10.55%$1,055

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$2,733most kept, GLDI

GLDI$2,798 − $65 = $2,733

XYLD$1,055 − $60 = $995

VIG$150 − $4 = $146

KeptFee

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

Overlap: GLDI, XYLD, VIG

Today

42.9%most shared, XYLD and VIG

GLDIXYLDVIG

GLDI—[…][…]

XYLD[…]—42.9%

VIG[…]42.9%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

XYLDWorst drop−5.3%8.0% vol

VIGWorst drop−7.9%10.8% vol

GLDIWorst drop−16.0%18.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

GLDIVIG

−3.3%Year to date+12.1%

28.0%Yield1.5%

+3.8%Past year+14.3%

0.65%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$44.7BAssets$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