Compare · 2 funds side by side · dividends reinvested

XRLX and VIG

XRLXFundX×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

XRLX 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

FundX Investment Conservative ETFUnsorted1.20%2.65%+4.5%+5.1%+13.4%[…]−6.3%10.2%$45M1.7

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

End-of-day Nov 5, 2026 · returns include dividends · since: XRLX 2002 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

FundX Investment Conservative ETF · $45M[…]

XRLX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XRLXMeasureVIG

+4.5%Year to dateJan 1 → Nov 5+16.4%

+5.1%1 yearTotal return+18.9%

+13.4%3 years · per year$10,000 became $14,593 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

1.20%Expense ratio$120 · $4 a year on $10k · lower is better0.04%

2.65%Trailing 12-mo yield$265 · $144 a year on $10k1.44%

−6.3%Worst dropSmaller is better−7.9%

10.2%VolatilityLower is calmer10.2%

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

2–4VIG wins

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

More Ways to See the Pairs

XRLX vs VIG: Top 5 Holdings

Today

XRLX

37.8%in top 5

VIG

in top 522.1%

XRLXStockVIG

9.5%VUGnot top 5

8.8%IWDnot top 5

6.7%HYSnot top 5

6.6%AORnot top 5

6.3%VLUEnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XRLX vs VIG Returns, Every Period

FundXXRLX

+5.1%

past year

VIGVanguard

+18.9%

past year

XRLXVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: XRLX vs VIG

YTD

FundXXRLX

+4.5%

VIGVanguard

+16.4%

+4.5%Year to date+16.4%

−6.3%Worst drop · 1Y−7.9%

10.2%Volatility · 1Y10.2%

2.7%Yield1.4%

$45.0MAssets$109B

2–1XRLX wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XRLX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XRLX1.20%$120

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XRLX, VIG

2.65%highest, XRLX

FundTrailing yieldYield$10k

XRLX2.65%$265

VIG1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, XRLX

XRLX$265 − $120 = $145

VIG$144 − $4 = $140

KeptFee

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

Overlap: XRLX, VIG

Today

0.0%most shared, XRLX and VIG

XRLXVIG

XRLX—0.0%

VIG0.0%—

End-of-day Nov 5, 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

XRLXWorst drop−6.3%10.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XRLXVIG

+4.5%Year to date+16.4%

2.7%Yield1.4%

+5.1%Past year+18.9%

1.20%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026