Compare · 2 funds side by side · dividends reinvested

MXI and VIG

MXIiShares×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

MXI 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%$109B1.3

iShares Global Materials ETFSectors · Materials0.37%1.66%+15.1%+25.6%+16.0%+7.8%−16.2%22.4%$407M1.8

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: MXI 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Materials ETF · $407M$14,539

MXI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 2.7% in common

MXIMeasureVIG

+15.1%Year to dateJan 1 → Nov 4+16.4%

+25.6%1 yearTotal return+18.9%

+16.0%3 years · per year$10,000 became $15,629 · $17,533+20.6%

+7.8%5 years · per year$10,000 became $14,539 · $17,005+11.2%

0.37%Expense ratio$37 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $144 a year on $10k1.44%

−16.2%Worst dropSmaller is better−7.9%

22.4%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

MXI vs VIG: Top 5 Holdings

Today

MXI

25.8%in top 5

VIG

in top 522.1%

MXIStockVIG

7.9%LINnot top 5

6.7%BHP.AXnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.4%AI.PAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%NEMnot top 5

3.0%FCXnot top 5

Held in common2.7%

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

MXI vs VIG Returns, Every Period

iSharesMXI

+7.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

MXIVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: MXI vs VIG

YTD

iSharesMXI

+15.1%

VIGVanguard

+16.4%

+15.1%Year to date+16.4%

−16.2%Worst drop · 1Y−7.9%

22.4%Volatility · 1Y10.2%

1.7%Yield1.4%

$407MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: MXI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MXI0.37%$37

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

Yields: MXI, VIG

1.66%highest, MXI

FundTrailing yieldYield$10k

MXI1.66%$166

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MXI$166 − $37 = $129

KeptFee

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

Overlap: MXI, VIG

Today

2.7%most shared, MXI and VIG

MXIVIG

MXI—2.7%

VIG2.7%—

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

Return vs Bumpiness: 2 ETFs

+25.6%MXI, at 22.4% volatility

VIGWorst drop−7.9%10.2% vol

MXIWorst drop−16.2%22.4% vol

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

Paid More vs Made More

YTD

MXIVIG

+15.1%Year to date+16.4%

1.7%Yield1.4%

+25.6%Past year+18.9%

0.37%Fee0.04%

2–2level

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026