GXPE vs VIG

AGXPE

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.98%GXPE · $198 on $10k

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

Held in common3.5%GXPE and VIG

GXPE

VIG

Global X Funds - Global X PureCap MSCI Energy ETF · $1MVanguard Dividend Appreciation ETF · $109B

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

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

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

1.98%12-mo yield$198 · $146 on $10k1.46%

−15.7%Worst dropSmaller wins−7.9%

23.1%VolatilityLower wins11.0%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsGXPE · VIG

29.8%XOM3.0%

4.3%PSX0.5%

0.7%TPL0.1%

Held in common3.5%

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	AGXPE	Global X Funds - Global X PureCap MSCI Energy ETFRead Desk		0.25%	1.98%	+0.6%	+40.8%	+44.1%	new	new	−15.7%	$1M

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	AGXPE	Global X Funds - Global X PureCap MSCI Energy ETFRead Desk		0.25%	1.98%	+0.6%	+40.8%	+44.1%	new	new	−15.7%	$1M

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

GXPE vs VIG

GXPE

Global X Funds - Global X PureCap MSCI Energy

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureGXPEVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield1.98%1.46%

5 years, per year[…]+10.7%

3 years, per year[…]+18.8%

Worst drop · 1Y−15.7%−7.9%

Volatility · 1Y23.1%11.0%

3–1measures won
VIG first

3.5%

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%

$122BAssets$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%

$45.5BAssets$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: GXPE, VIG

Today

3.5%most shared, GXPE and VIG

GXPEVIG

GXPE—3.5%

VIG3.5%—

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

Income After Fees on $10,000

$173most kept, GXPE

GXPE$198 − $25 = $173

VIG$146 − $4 = $142

KeptFee

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