IXC vs HDEF · Compare Desk

AIXC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$23,972IXC · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.76%IXC · $276 on $10k

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

Held in common3.5%IXC and VIG

IXC vs VIG

IXC

VIG

iShares Global Energy ETF · $2.7BVanguard Dividend Appreciation ETF · $109B

+17.2%3 years · per year$16,078 · $16,669+18.6%

+19.1%5 years · per year$23,972 · $16,243+10.2%

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

2.76%12-mo yield$276 · $150 on $10k1.50%

−15.4%Worst dropSmaller wins−7.9%

21.8%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXC · VIG

18.2%XOM3.0%

2.6%PSX0.5%

0.4%TPL0.1%

Held in common3.5%

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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
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	AIXC	iShares Global Energy ETFRead Desk		0.37%	2.76%	−0.4%	+37.9%	+42.3%	+17.2%	+19.1%	−15.4%	$2.7B
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

IXC vs VIG

IXC

iShares Global Energy

$23,972

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIXCVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield2.76%1.50%

5 years, per year+19.1%+10.2%

3 years, per year+17.2%+18.6%

Worst drop · 1Y−15.4%−7.9%

Volatility · 1Y21.8%10.8%

4–2measures won
VIG first

3.5%

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%

$44.7BAssets$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: IXC, VIG

Today

3.5%most shared, IXC and VIG

IXCVIG

IXC—3.5%

VIG3.5%—

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

Income After Fees on $10,000

$239most kept, IXC

IXC$276 − $37 = $239

VIG$150 − $4 = $146

KeptFee

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