GII vs VIG

AGII

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.8%GII and VIG

GII

VIG

State Street SPDR S&P Global Infrastructure ETF · $970MVanguard Dividend Appreciation ETF · $109B

+19.0%3 years · per year$16,863 · $16,669+18.6%

+9.6%5 years · per year$15,819 · $16,243+10.2%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

2.72%12-mo yield$272 · $150 on $10k1.50%

−10.6%Worst dropSmaller wins−7.9%

11.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGII · VIG

5.1%NEE0.7%

1.9%AEP0.3%

1.4%SRE0.2%

1.4%ETR0.2%

Held in common1.8%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AGII	State Street SPDR S&P Global Infrastructure ETFRead Desk	0.40%	2.72%	−0.3%	+7.7%	+9.5%	+19.0%	+9.6%	−10.6%	$970M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GII vs VIG

GII

SPDR S&P Global Infrastructure

$15,819

VIG

Vanguard Dividend Appreciation

$16,243

MeasureGIIVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield2.72%1.50%

5 years, per year+9.6%+10.2%

3 years, per year+19.0%+18.6%

Worst drop · 1Y−10.6%−7.9%

Volatility · 1Y11.5%10.8%

4–2measures won
VIG first

1.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: GII, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

GIIVIGSCHD

GII—1.8%1.3%

VIG1.8%—14.5%

SCHD1.3%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

GII$272 − $40 = $232

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee