SHLD vs VIG

ASHLD

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,596VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common1.4%SHLD and VIG

SHLD

VIG

Global X - Defense Tech ETF · $6.1BVanguard Dividend Appreciation ETF · $109B

+32.3%3 years · per year$23,167 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.70%12-mo yield$70 · $145 on $10k1.45%

−25.4%

End-of-day Nov 12, 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%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.70%	−1.8%	−6.7%	−8.6%	+32.3%	new	−25.4%	$6.1B

End-of-day Nov 12, 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%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
2	ASHLD	Global X - Defense Tech ETFRead Desk		0.50%	0.70%	−1.8%	−6.7%	−8.6%	+32.3%	new	−25.4%	$6.1B

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

SHLD vs VIG

SHLD

Global X - Defense Tech

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureSHLDVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.70%1.45%

5 years, per year[…]+10.7%

3 years, per year+32.3%+18.9%

Worst drop · 1Y−25.4%−7.9%

Volatility · 1Y26.1%

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SHLD vs VIG

Both

Both

$10,000 in SHLD, VIG

Overlap: SHLD, VIG

SHLD vs VIG

SCHD vs VIG

DGRO vs VIG

JEPQ vs JEPI

Overlap: SHLD, VIG

Income After Fees on $10,000