HEAL vs VIG

AHEAL

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · HEAL $5,589

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.1%HEAL and VIG

HEAL

VIG

Global X HealthTech ETF · $37MVanguard Dividend Appreciation ETF · $109B

+7.7%3 years · per year$12,488 · $16,669+18.6%

−11.0%5 years · per year$5,589 · $16,243+10.2%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.23%12-mo yield$24 · $150 on $10k1.50%

−27.2%Worst dropSmaller wins−7.9%

23.9%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHEAL · VIG

4.0%RMD0.1%

Held in common0.1%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AHEAL	Global X HealthTech ETFRead Desk		0.50%	0.23%	−1.3%	+4.6%	−2.5%	+7.7%	−11.0%	−27.2%	$37M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AHEAL	Global X HealthTech ETFRead Desk		0.50%	0.23%	−1.3%	+4.6%	−2.5%	+7.7%	−11.0%	−27.2%	$37M

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

HEAL vs VIG

HEAL

Global X HealthTech

$5,589

VIG

Vanguard Dividend Appreciation

$16,243

MeasureHEALVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.23%1.50%

5 years, per year−11.0%+10.2%

3 years, per year+7.7%+18.6%

Worst drop · 1Y−27.2%−7.9%

Volatility · 1Y23.9%10.8%

6–0measures won
VIG first

0.1%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: HEAL, VIG

Today

0.1%most shared, HEAL and VIG

HEALVIG

HEAL—0.1%

VIG0.1%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

HEAL$24 − $50 = −$27

KeptFee

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