MEDX vs VIG

AMEDX

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common11.6%MEDX and VIG

MEDX

VIG

Horizon Kinetics Medical ETF · $18MVanguard Dividend Appreciation ETF · $109B

+14.3%3 years · per year$14,937 · $16,775+18.8%

[…]5 years · per year[…] · $16,638+10.7%

0.85%Expense ratio$85 · $4 on $10k · lower wins0.04%

1.07%12-mo yield$107 · $146 on $10k1.46%

−10.6%Worst dropSmaller wins−7.9%

19.3%VolatilityLower wins11.0%

0–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMEDX · VIG

20.3%LLY4.1%

5.9%JNJ2.8%

10.0%ABBV2.0%

4.4%MRK1.6%

Held in common11.6%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.07%	+1.2%	+15.1%	+22.2%	+14.3%	new	−10.6%	$18M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AMEDX	Horizon Kinetics Medical ETFRead Desk		0.85%	1.07%	+1.2%	+15.1%	+22.2%	+14.3%	new	−10.6%	$18M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MEDX vs VIG

MEDX

Horizon Kinetics Medical

[…]

VIG

Vanguard Dividend Appreciation

$16,638

MeasureMEDXVIG

Fee0.85%0.04%

Cost on $10k a year$85$4

Yield1.07%1.46%

5 years, per year[…]+10.7%

3 years, per year+14.3%+18.8%

Worst drop · 1Y−10.6%−7.9%

Volatility · 1Y19.3%11.0%

5–0measures won
VIG first

11.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: MEDX, VIG

Today

11.6%most shared, MEDX and VIG

MEDXVIG

MEDX—11.6%

VIG11.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

MEDX$107 − $85 = $22

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee