IGLD vs VIG

AIGLD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,849IGLD · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income24.99%IGLD · $2,499 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common[…]IGLD and VIG

IGLD

VIG

FT Vest Gold Strategy Target Income ETF · $564MVanguard Dividend Appreciation ETF · $109B

+19.6%3 years · per year$17,110 · $16,775+18.8%

+12.3%5 years · per year$17,849 · $16,638+10.7%

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

24.99%12-mo yield$2,499 · $146 on $10k1.46%

−26.1%Worst dropSmaller wins−7.9%

26.3%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIGLD · VIG

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

Held in common[…]

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

All Three

5Y3 funds

#
1	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk	0.85%	24.99%	+1.5%	−6.6%	+0.3%	+19.6%	+12.3%	−26.1%	$564M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIGLD	FT Vest Gold Strategy Target Income ETFRead Desk	0.85%	24.99%	+1.5%	−6.6%	+0.3%	+19.6%	+12.3%	−26.1%	$564M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$121.7B

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

IGLD vs VIG

IGLD

FT Vest Gold Strategy Target Income

$17,849

VIG

Vanguard Dividend Appreciation

$16,638

MeasureIGLDVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield24.99%1.46%

5 years, per year+12.3%+10.7%

3 years, per year+19.6%+18.8%

Worst drop · 1Y−26.1%−7.9%

Volatility · 1Y26.3%11.0%

3–3measures won
level

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IGLD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

IGLDVIGSCHD

IGLD—[…][…]

VIG[…]—14.5%

SCHD[…]14.5%—

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

Income After Fees on $10,000

$2,414most kept, IGLD

IGLD$2,499 − $85 = $2,414

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

KeptFee

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