GQI vs VYM

AGQI

BVYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,305VYM

Lowest cost0.04%VYM · $4 on $10k

Most income8.81%GQI · $881 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common13.3%GQI and VYM

GQI

VYM

Natixis Gateway Quality Income ETF · $304MVanguard High Dividend Yield ETF · $78.9B

[…]3 years · per year[…] · $17,952+21.5%

[…]5 years · per year[…] · $17,305+11.6%

0.34%Expense ratio$34 · $4 on $10k · lower wins0.04%

8.81%12-mo yield$881 · $225 on $10k2.25%

−7.0%Worst dropSmaller wins−6.7%

9.4%VolatilityLower wins10.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsGQI · VYM

1.9%AVGO6.9%

1.2%JPM3.8%

1.0%ABBV2.0%

0.7%JNJ2.7%

Held in common13.3%

End-of-day Nov 3, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.81%	+0.1%	+12.6%	+15.4%	new	new	−7.0%	$304M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
2	AGQI	Natixis Gateway Quality Income ETFRead Desk		0.34%	8.81%	+0.1%	+12.6%	+15.4%	new	new	−7.0%	$304M

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

Cards for this view

GQI vs VYM

GQI

Natixis Gateway Quality Income

[…]

VYM

Vanguard High Dividend Yield

$17,305

MeasureGQIVYM

Fee0.34%0.04%

Cost on $10k a year$34$4

Yield8.81%2.25%

5 years, per year[…]+11.6%

3 years, per year[…]+21.5%

Worst drop · 1Y−7.0%−6.7%

Volatility · 1Y9.4%10.0%

2–2measures won
level

13.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: GQI, VYM

Today

13.3%most shared, GQI and VYM

GQIVYM

GQI—13.3%

VYM13.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$847most kept, GQI

GQI$881 − $34 = $847

VYM$225 − $4 = $221

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee