RBLD vs VYM

ARBLD

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · RBLD $16,063

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

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

Held in common12.2%RBLD and VYM

RBLD

VYM

First Trust Alerian U.S. NextGen Infrastructure ETF · $41MVanguard High Dividend Yield ETF · $78.9B

+19.6%3 years · per year$17,102 · $17,150+19.7%

+9.9%5 years · per year$16,063 · $17,254+11.5%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

1.05%12-mo yield$105 · $226 on $10k2.26%

−10.5%Worst dropSmaller wins−6.7%

15.3%VolatilityLower wins10.8%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsRBLD · VYM

0.7%CAT1.6%

0.8%ETN0.7%

1.1%UNP0.7%

1.2%NEE0.7%

Held in common12.2%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.05%	+3.1%	+12.9%	+11.4%	+19.6%	+9.9%	−10.5%	$41M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	ARBLD	First Trust Alerian U.S. NextGen Infrastructure ETFRead Desk		0.65%	1.05%	+3.1%	+12.9%	+11.4%	+19.6%	+9.9%	−10.5%	$41M

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

RBLD vs VYM

RBLD

First Trust Alerian U.S. NextGen Infrastructure

$16,063

VYM

Vanguard High Dividend Yield

$17,254

MeasureRBLDVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield1.05%2.26%

5 years, per year+9.9%+11.5%

3 years, per year+19.6%+19.7%

Worst drop · 1Y−10.5%−6.7%

Volatility · 1Y15.3%10.8%

6–0measures won
VYM first

12.2%

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%

$120BAssets$109B

2–0SCHD 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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: RBLD, VYM

Today

12.2%most shared, RBLD and VYM

RBLDVYM

RBLD—12.2%

VYM12.2%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

RBLD$105 − $65 = $40

KeptFee

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