GIAX vs VIG

AGIAX

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income28.58%GIAX · $2,858 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common13.7%GIAX and VIG

GIAX

VIG

Nicholas Global Equity and Income ETF · $98MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

1.03%Expense ratio$103 · $4 on $10k · lower wins0.04%

28.58%12-mo yield$2,858 · $146 on $10k1.46%

−21.2%Worst dropSmaller wins−7.9%

29.1%VolatilityLower wins11.0%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGIAX · VIG

5.2%JPM3.9%

3.7%MSFT4.9%

2.7%V2.5%

2.5%AVGO4.3%

Held in common13.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	28.58%	+3.6%	+4.3%	+4.7%	new	new	−21.2%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AGIAX	Nicholas Global Equity and Income ETFRead Desk		1.03%	28.58%	+3.6%	+4.3%	+4.7%	new	new	−21.2%	$98M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GIAX vs VIG

GIAX

Nicholas Global Equity and Income

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureGIAXVIG

Fee1.03%0.04%

Cost on $10k a year$103$4

Yield28.58%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−21.2%−7.9%

Volatility · 1Y29.1%11.0%

3–1measures won
VIG first

13.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: GIAX, VIG

Today

13.7%most shared, GIAX and VIG

GIAXVIG

GIAX—13.7%

VIG13.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,755most kept, GIAX

GIAX$2,858 − $103 = $2,755

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee