USXF vs VIG

AUSXF

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,860USXF · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common34.2%USXF and VIG

USXF

VIG

iShares ESG Advanced MSCI USA ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+23.1%3 years · per year$18,648 · $16,814+18.9%

+11.0%5 years · per year$16,860 · $16,331+10.3%

0.10%Expense ratio$10 · $4 on $10k · lower wins0.04%

0.94%12-mo yield$94 · $149 on $10k1.49%

−12.9%Worst dropSmaller wins−7.9%

20.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsUSXF · VIG

6.1%AVGO4.3%

3.0%V2.5%

2.2%MA2.0%

1.7%CSCO1.9%

Held in common34.2%

End-of-day Nov 5, 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	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AUSXF	iShares ESG Advanced MSCI USA ETFRead Desk		0.10%	0.94%	−6.4%	+7.0%	+6.7%	+23.1%	+11.0%	−12.9%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

USXF vs VIG

USXF

iShares ESG Advanced MSCI USA

$16,860

VIG

Vanguard Dividend Appreciation

$16,331

MeasureUSXFVIG

Fee0.10%0.04%

Cost on $10k a year$10$4

Yield0.94%1.49%

5 years, per year+11.0%+10.3%

3 years, per year+23.1%+18.9%

Worst drop · 1Y−12.9%−7.9%

Volatility · 1Y20.6%10.8%

4–2measures won
VIG first

34.2%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: USXF, VIG

Today

34.2%most shared, USXF and VIG

USXFVIG

USXF—34.2%

VIG34.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

USXF$94 − $10 = $84

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee