IXC vs VIG

AIXC

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$24,504IXC · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.91%SCHD · $291 on $10k

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

Held in common3.5%IXC and VIG

IXC

VIG

iShares Global Energy ETF · $3.2BVanguard Dividend Appreciation ETF · $109B

+18.3%3 years · per year$16,552 · $17,533+20.6%

+19.6%5 years · per year$24,504 · $17,005+11.2%

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

2.68%12-mo yield$268 · $144 on $10k1.44%

−15.4%Worst dropSmaller wins−7.9%

21.7%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXC · VIG

18.4%XOM3.0%

2.7%PSX0.5%

0.5%TPL0.1%

Held in common3.5%

End-of-day Nov 4, 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	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AIXC	iShares Global Energy ETFRead Desk	0.37%	2.68%	−4.1%	+42.0%	+45.9%	+18.3%	+19.6%	−15.4%	$3.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.91%	+1.9%	+35.3%	+41.6%	+21.4%	+11.0%	−6.9%	$122.9B

End-of-day Nov 4, 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

$24,504

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIXCVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield2.68%1.44%

5 years, per year+19.6%+11.2%

3 years, per year+18.3%+20.6%

Worst drop · 1Y−15.4%−7.9%

Volatility · 1Y21.7%10.2%

4–2measures won
VIG first

3.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IXC, VIG, SCHD

Today

15.1%most shared, IXC and SCHD

IXCVIGSCHD

IXC—3.5%15.1%

VIG3.5%—14.5%

SCHD15.1%14.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$285most kept, SCHD

SCHD$291 − $6 = $285

IXC$268 − $37 = $231

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee