GLDI vs VIG

AGLDI

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · GLDI $16,873

Lowest cost0.04%VIG · $4 on $10k

Most income28.00%GLDI · $2,800 on $10k

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

Held in common[…]GLDI and VIG

GLDI

VIG

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033 · $170MVanguard Dividend Appreciation ETF · $109B

+17.5%3 years · per year$16,208 · $17,533+20.6%

+11.0%5 years · per year$16,873 · $17,005+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

28.00%12-mo yield$2,800 · $144 on $10k1.44%

−16.0%Worst dropSmaller wins−7.9%

18.7%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGLDI · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AGLDI	UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033Read Desk		0.65%	28.00%	+3.3%	−3.3%	+3.3%	+17.5%	+11.0%	−16.0%	$170M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GLDI vs VIG

GLDI

UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033

$16,873

VIG

Vanguard Dividend Appreciation

$17,005

MeasureGLDIVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield28.00%1.44%

5 years, per year+11.0%+11.2%

3 years, per year+17.5%+20.6%

Worst drop · 1Y−16.0%−7.9%

Volatility · 1Y18.7%10.2%

5–1measures won
VIG first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: GLDI, VIG

Today

[…]holdings […]

GLDIVIG

GLDI—[…]

VIG[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$2,735most kept, GLDI

GLDI$2,800 − $65 = $2,735

VIG$144 − $4 = $140

KeptFee

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