Compare · 2 funds side by side · dividends reinvested

XRMI and VIG

XRMIGlobal X×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

XRMI 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%$109B1.4

Global X - S&P 500 Risk Managed Income ETFIncome · Dividend stocks0.60%12.34%+6.2%+8.8%+10.0%+3.0%−5.0%5.6%$62M1.6

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: XRMI 2021 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Global X - S&P 500 Risk Managed Income ETF · $62M$11,596

XRMI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 42.5% in common

XRMIMeasureVIG

+6.2%Year to dateJan 1 → Nov 4+16.4%

+8.8%1 yearTotal return+18.9%

+10.0%3 years · per year$10,000 became $13,326 · $17,533+20.6%

+3.0%5 years · per year$10,000 became $11,596 · $17,005+11.2%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

12.34%Trailing 12-mo yield$1,234 · $144 a year on $10k1.44%

−5.0%Worst dropSmaller is better−7.9%

5.6%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

XRMI vs VIG: Top 5 Holdings

Today

XRMI

27.3%in top 5

VIG

in top 522.1%

XRMIStockVIG

7.7%NVDAnot top 5

7.4%AAPL4.9%

5.9%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

Held in common42.5%

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

XRMI vs VIG Returns, Every Period

Global XXRMI

+3.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

XRMIVIGFaded: behind in that period

0–4VIG wins

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

XRMI vs VIG

YTD

Global XXRMI

+6.2%

VIGVanguard

+16.4%

+6.2%Year to date+16.4%

−5.0%Worst drop · 1Y−7.9%

5.6%Volatility · 1Y10.2%

12.3%Yield1.4%

$62.3MAssets$109B

3–1XRMI wins

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

Cost, Income and Risk

Fees: XRMI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XRMI0.60%$60

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

Yields: XRMI, VIG

12.34%highest, XRMI

FundTrailing yieldYield$10k

XRMI12.34%$1,234

VIG1.44%$144

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

Income After Fees on $10,000

$1,174most kept, XRMI

XRMI$1,234 − $60 = $1,174

VIG$144 − $4 = $140

KeptFee

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

Overlap: XRMI, VIG

Today

42.5%most shared, XRMI and VIG

XRMIVIG

XRMI—42.5%

VIG42.5%—

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

XRMIWorst drop−5.0%5.6% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

XRMIVIG

+6.2%Year to date+16.4%

12.3%Yield1.4%

+8.8%Past year+18.9%

0.60%Fee0.04%

3–1VIG 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