Compare · 2 funds side by side · dividends reinvested

LEXI and VIG

LEXIAlexis×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

LEXI and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.1

Alexis Practical Tactical ETFUnsorted1.02%0.84%+12.8%+14.3%+21.5%+10.2%−8.1%11.6%$195M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LEXI 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Alexis Practical Tactical ETF · $195M$16,281

LEXI

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

LEXIMeasureVIG

+12.8%Year to dateJan 1 → Nov 4+16.4%

+14.3%1 yearTotal return+18.9%

+21.5%3 years · per year$10,000 became $17,940 · $17,533+20.6%

+10.2%5 years · per year$10,000 became $16,281 · $17,005+11.2%

1.02%Expense ratio$102 · $4 a year on $10k · lower is better0.04%

0.84%Trailing 12-mo yield$84 · $144 a year on $10k1.44%

−8.1%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer10.2%

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

1–7VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LEXI vs VIG: Top 5 Holdings

Today

LEXI

27.2%in top 5

VIG

in top 522.1%

LEXIStockVIG

5.6%IWDnot top 5

5.6%RSPnot top 5

5.4%VIGnot top 5

5.3%RWRnot top 5

5.2%MDYnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common7.9%

End-of-day Nov 4, 2026 · share of each fund

LEXI vs VIG Returns, Every Period

AlexisLEXI

+10.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

LEXIVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: LEXI vs VIG

YTD

AlexisLEXI

+12.8%

VIGVanguard

+16.4%

+12.8%Year to date+16.4%

−8.1%Worst drop · 1Y−7.9%

11.6%Volatility · 1Y10.2%

0.8%Yield1.4%

$195MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LEXI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LEXI1.02%$102

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LEXI, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

LEXI0.84%$84

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

LEXI$84 − $102 = −$18

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LEXI, VIG

Today

7.9%most shared, LEXI and VIG

LEXIVIG

LEXI—7.9%

VIG7.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

LEXIWorst drop−8.1%11.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGLEXI

+16.4%Year to date+12.8%

1.4%Yield0.8%

+18.9%Past year+14.3%

0.04%Fee1.02%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026