VIG vs GLIX

AVIG

BGLIX

Measures won3–1VIG wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common2.2%VIG and GLIX

VIG

GLIX

Vanguard Dividend Appreciation ETF · $109BLazard Listed Infrastructure ETF · $51M

+18.9%3 years · per year$16,814 · […][…]

+10.3%5 years · per year$16,331 · […][…]

0.04%Expense ratio$4 · $96 on $10k · lower wins0.96%

1.49%12-mo yield$149 · $231 on $10k2.31%

−7.9%Worst dropSmaller wins−10.1%

10.8%VolatilityLower wins12.2%

3–1VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVIG · GLIX

0.7%UNP1.4%

0.7%NEE1.5%

0.4%CSX1.4%

0.1%AEE0.7%

Held in common2.2%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
4	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
4	BGLIX	Lazard Listed Infrastructure ETFRead Desk	0.96%	2.31%	−0.4%	+15.2%	+15.4%	new	new	−10.1%	$51M

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

VIG vs GLIX

VIG

Vanguard Dividend Appreciation

$16,331

GLIX

Lazard Listed Infrastructure

[…]

MeasureVIGGLIX

Fee0.04%0.96%

Cost on $10k a year$4$96

Yield1.49%2.31%

5 years, per year+10.3%[…]

3 years, per year+18.9%[…]

Worst drop · 1Y−7.9%−10.1%

Volatility · 1Y10.8%12.2%

3–1measures won
VIG first

2.2%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX 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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: VIG, GLIX, SCHD, SMH

Today

14.5%most shared, VIG and SCHD

VIGGLIXSCHDSMH

VIG—2.2%14.5%10.3%

GLIX2.2%—0.0%0.0%

SCHD14.5%0.0%—8.6%

SMH10.3%0.0%8.6%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

GLIX$231 − $96 = $135

SMH$25 − $35 = −$10

KeptFee

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