IXG vs VYM

AIXG

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$18,027IXG · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common18.3%IXG and VYM

IXG

VYM

iShares Global Financials ETF · $703MVanguard High Dividend Yield ETF · $78.9B

+26.7%3 years · per year$20,358 · $17,107+19.6%

+12.5%5 years · per year$18,027 · $16,941+11.1%

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

2.18%12-mo yield$218 · $231 on $10k2.31%

−11.3%Worst dropSmaller wins−6.7%

15.1%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXG · VYM

5.7%JPM3.8%

2.1%BAC1.5%

1.6%GS1.0%

1.6%WFC1.0%

Held in common18.3%

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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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	AIXG	iShares Global Financials ETFRead Desk		0.38%	2.18%	−1.0%	+9.2%	+15.9%	+26.7%	+12.5%	−11.3%	$703M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

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 VYM

IXG

iShares Global Financials

$18,027

VYM

Vanguard High Dividend Yield

$16,941

MeasureIXGVYM

Fee0.38%0.04%

Cost on $10k a year$38$4

Yield2.18%2.31%

5 years, per year+12.5%+11.1%

3 years, per year+26.7%+19.6%

Worst drop · 1Y−11.3%−6.7%

Volatility · 1Y15.1%10.6%

4–2measures won
VYM first

18.3%

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

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IXG, VYM

Today

18.3%most shared, IXG and VYM

IXGVYM

IXG—18.3%

VYM18.3%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

IXG$218 − $38 = $180

KeptFee

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