MXI vs VIG

AMXI

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · MXI $14,242

Lowest cost0.04%VIG · $4 on $10k

Most income1.70%MXI · $170 on $10k

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

Held in common2.7%MXI and VIG

MXI

VIG

iShares Global Materials ETF · $398MVanguard Dividend Appreciation ETF · $109B

+15.0%3 years · per year$15,196 · $16,669+18.6%

+7.3%5 years · per year$14,242 · $16,243+10.2%

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

1.70%12-mo yield$170 · $150 on $10k1.50%

−16.2%Worst dropSmaller wins−7.9%

22.4%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsMXI · VIG

7.9%LIN1.0%

2.6%SHW0.3%

2.5%ECL0.3%

2.3%APD0.3%

Held in common2.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$398M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AMXI	iShares Global Materials ETFRead Desk		0.37%	1.70%	+0.1%	+12.4%	+22.7%	+15.0%	+7.3%	−16.2%	$398M

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

MXI vs VIG

MXI

iShares Global Materials

$14,242

VIG

Vanguard Dividend Appreciation

$16,243

MeasureMXIVIG

Fee0.37%0.04%

Cost on $10k a year$37$4

Yield1.70%1.50%

5 years, per year+7.3%+10.2%

3 years, per year+15.0%+18.6%

Worst drop · 1Y−16.2%−7.9%

Volatility · 1Y22.4%10.8%

5–1measures won
VIG first

2.7%

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

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

Overlap: MXI, VIG

Today

2.7%most shared, MXI and VIG

MXIVIG

MXI—2.7%

VIG2.7%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

MXI$170 − $37 = $133

KeptFee

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