IXG vs VIG

AIXG

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,027IXG · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common19.5%IXG and VIG

IXG

VIG

iShares Global Financials ETF · $709MVanguard Dividend Appreciation ETF · $109B

+26.7%3 years · per year$20,358 · $16,669+18.6%

+12.5%5 years · per year$18,027 · $16,243+10.2%

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

2.18%12-mo yield$218 · $150 on $10k1.50%

−11.3%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXG · VIG

5.7%JPM3.9%

4.6%V2.5%

3.4%MA2.0%

2.1%BAC1.6%

Held in common19.5%

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

All Three

5Y3 funds

#
1	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$709M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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

All Three

5Y3 funds

#
1	AIXG	iShares Global Financials ETFRead Desk	0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$709M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
3	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

IXG vs VIG

IXG

iShares Global Financials

$18,027

VIG

Vanguard Dividend Appreciation

$16,243

MeasureIXGVIG

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield2.18%1.50%

5 years, per year+12.5%+10.2%

3 years, per year+26.7%+18.6%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y15.1%10.8%

3–3measures won
level

19.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXG, VIG, SCHD

Today

19.5%most shared, IXG and VIG

IXGVIGSCHD

IXG—19.5%1.7%

VIG19.5%—14.5%

SCHD1.7%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

IXG$218 − $38 = $180

VIG$150 − $4 = $146

KeptFee

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