INFL vs VIG

AINFL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,403INFL · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common1.3%INFL and VIG

INFL

VIG

Horizon Kinetics Inflation Beneficiaries ETF · $1.5BVanguard Dividend Appreciation ETF · $109B

+20.6%3 years · per year$17,541 · $16,775+18.8%

+11.7%5 years · per year$17,403 · $16,638+10.7%

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

0.79%12-mo yield$79 · $146 on $10k1.46%

−12.2%Worst dropSmaller wins−7.9%

17.0%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsINFL · VIG

3.1%CME0.4%

5.2%ICE0.4%

1.8%MRSH0.4%

3.8%TPL0.1%

Held in common1.3%

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	AINFL	Horizon Kinetics Inflation Beneficiaries ETFRead Desk		0.85%	0.79%	+2.5%	+15.1%	+17.7%	+20.6%	+11.7%	−12.2%	$1.5B
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

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	AINFL	Horizon Kinetics Inflation Beneficiaries ETFRead Desk		0.85%	0.79%	+2.5%	+15.1%	+17.7%	+20.6%	+11.7%	−12.2%	$1.5B
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

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

INFL vs VIG

INFL

Horizon Kinetics Inflation Beneficiaries

$17,403

VIG

Vanguard Dividend Appreciation

$16,638

MeasureINFLVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield0.79%1.46%

5 years, per year+11.7%+10.7%

3 years, per year+20.6%+18.8%

Worst drop · 1Y−12.2%−7.9%

Volatility · 1Y17.0%11.0%

4–2measures won
VIG first

1.3%

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%

$120BAssets$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%

$44.7BAssets$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: INFL, VIG

Today

1.3%most shared, INFL and VIG

INFLVIG

INFL—1.3%

VIG1.3%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

INFL$79 − $85 = −$6

KeptFee

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