Compare · 3 funds side by side · dividends reinvested

XLSR, GPIX and VIG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,513VIG · best of the three

Story of the three · IncomeMost incomeGPIX · 8.42% · $842 a year on $10k

Story of the three · RiskSmallest drop

XLSR, GPIX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+16.3%+18.9%+10.6%−7.9%11.0%$109B1.4

Goldman Sachs S&P 500 Premium Income ETFIncome · Premium income0.35%8.42%+11.9%+12.7%+19.5%[…]−7.7%12.1%$6.6B1.6

State Street US Sector Rotation ETFUS Stock Styles · Large cap0.70%0.41%+4.9%+5.6%+16.4%+8.2%−11.1%14.5%$1.1B2.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: XLSR 2019 · GPIX 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street US Sector Rotation ETF · $1.1B$14,800

XLSR

VIG

Vanguard Dividend Appreciation ETF · $109B$16,513

$10,000 five years ago, dividends reinvested · they hold 8.5% in common

XLSR

More Ways to See the Pairs

XLSR vs VIG: Top 5 Holdings

Today

XLSR

67.0%in top 5

VIG

in top 522.1%

XLSRStockVIG

27.6%XLKnot top 5

19.3%XLVnot top 5

10.4%XLFnot top 5

5.1%XLPnot top 5

not top 5MSFT4.9%

Cost, Income and Risk

Fees: XLSR, GPIX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

GPIX0.35%$35

XLSR0.70%$70

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLSR, GPIX, VIG

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

VIG

+4.9%Year to dateJan 1 → Nov 13+16.0%

+5.6%1 yearTotal return+16.3%

+16.4%3 years · per year$10,000 became $15,790 · $16,797+18.9%

+8.2%5 years · per year$10,000 became $14,800 · $16,513+10.6%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

0.41%Trailing 12-mo yield$41 · $145 a year on $10k1.45%

−11.1%Worst dropSmaller is better−7.9%

14.5%VolatilityLower is calmer11.0%

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

0–8VIG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5AAPL4.9%

4.6%XLYnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common8.5%

End-of-day Nov 13, 2026 · share of each fund

XLSR vs VIG Returns, Every Period

5Y

SPDRXLSR

+8.2%

5 years, per year

VIGVanguard

+10.6%

5 years, per year

XLSRVIGFaded: behind in that period

0–4VIG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Income: XLSR vs GPIX

YTD

SPDRXLSR

+4.9%

GPIXGoldman Sachs

+11.9%

+4.9%Year to date+11.9%

−11.1%Worst drop · 1Y−7.7%

14.5%Volatility · 1Y12.1%

0.4%Yield8.4%

$1.1BAssets$6.6B

4–0GPIX wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

8.42%highest, GPIX

FundTrailing yieldYield$10k

GPIX8.42%$842

VIG1.45%$145

XLSR0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$807most kept, GPIX

GPIX$842 − $35 = $807

VIG$145 − $4 = $141

XLSR$41 − $70 = −$29

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLSR, GPIX, VIG

Today

41.0%most shared, GPIX and VIG

XLSRGPIXVIG

XLSR—20.3%8.5%

GPIX20.3%—41.0%

VIG8.5%41.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.3%VIG, at 11.0% volatility

VIGWorst drop−7.9%11.0% vol

GPIXWorst drop−7.7%12.1% vol

XLSRWorst drop−11.1%14.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

GPIXVIG

+11.9%Year to date+16.0%

8.4%Yield1.4%

+12.7%Past year+16.3%

0.35%Fee0.04%

3–1VIG wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$109B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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XLSR, GPIX and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three