IXG vs VIG

AIXG

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,755IXG · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income2.10%IXG · $210 on $10k

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

Held in common19.5%IXG and VIG

IXG

VIG

iShares Global Financials ETF · $727MVanguard Dividend Appreciation ETF · $109B

+28.8%3 years · per year$21,391 · $17,533+20.6%

+13.4%5 years · per year$18,755 · $17,005+11.2%

0.38%Expense ratio$38 · $4 on $10k · lower wins0.04%

2.10%12-mo yield$210 · $144 on $10k1.44%

−11.3%Worst dropSmaller wins−7.9%

14.8%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · VIG

5.8%JPM3.9%

4.6%V2.5%

3.4%MA2.0%

2.1%BAC1.6%

Held in common19.5%

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

Both

5Y2 funds

#			Trend
1	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
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

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

Both

5Y2 funds

#			Trend
1	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.10%	+3.8%	+13.3%	+21.0%	+28.8%	+13.4%	−11.3%	$727M
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

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

IXG vs VIG

IXG

iShares Global Financials

$18,755

VIG

Vanguard Dividend Appreciation

$17,005

MeasureIXGVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield2.10%1.44%

5 years, per year+13.4%+11.2%

3 years, per year+28.8%+20.6%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y14.8%10.2%

3–3measures won
level

19.5%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

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

Overlap: IXG, VIG

Today

19.5%most shared, IXG and VIG

IXGVIG

IXG—19.5%

VIG19.5%—

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

Income After Fees on $10,000

$172most kept, IXG

IXG$210 − $38 = $172

VIG$144 − $4 = $140

KeptFee

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