IGE vs VIG

AIGE

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$21,943IGE · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.96%IGE · $196 on $10k

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

Held in common4.0%IGE and VIG

IGE

VIG

iShares North American Natural Resources ETF · $777MVanguard Dividend Appreciation ETF · $109B

+18.3%3 years · per year$16,537 · $16,669+18.6%

+17.0%5 years · per year$21,943 · $16,243+10.2%

0.37%Expense ratio$37 · $4 on $10k · lower wins0.04%

1.96%12-mo yield$196 · $150 on $10k1.50%

−11.5%Worst dropSmaller wins−7.9%

17.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGE · VIG

10.9%XOM3.0%

2.5%PSX0.5%

1.0%VMC0.1%

0.8%MLM0.1%

Held in common4.0%

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
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

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	AIGE	iShares North American Natural Resources ETFRead Desk		0.37%	1.96%	+0.2%	+24.3%	+33.1%	+18.3%	+17.0%	−11.5%	$777M
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

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

IGE vs VIG

IGE

iShares North American Natural Resources

$21,943

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIGEVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.96%1.50%

5 years, per year+17.0%+10.2%

3 years, per year+18.3%+18.6%

Worst drop · 1Y−11.5%−7.9%

Volatility · 1Y17.5%10.8%

4–2measures won
VIG first

4.0%

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: IGE, VIG

Today

4.0%most shared, IGE and VIG

IGEVIG

IGE—4.0%

VIG4.0%—

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

Income After Fees on $10,000

$159most kept, IGE

IGE$196 − $37 = $159

VIG$150 − $4 = $146

KeptFee

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