VIG vs IXN

AVIG

BIXN

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$21,896IXN · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

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

Held in common24.5%VIG and IXN

VIG

IXN

Vanguard Dividend Appreciation ETF · $109BiShares Global Tech ETF · $8.0B

+18.8%3 years · per year$16,775 · $21,770+29.6%

+10.7%5 years · per year$16,638 · $21,896+17.0%

0.04%Expense ratio$4 · $37 on $10k · lower wins0.37%

1.46%12-mo yield$146 · $85 on $10k0.85%

−7.9%Worst dropSmaller wins−20.8%

11.0%VolatilityLower wins30.6%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · IXN

4.9%MSFT11.4%

4.9%AAPL14.5%

4.3%AVGO4.1%

1.9%CSCO1.6%

Held in common24.5%

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

All Three

5Y3 funds

#
1	BIXN	iShares Global Tech ETFRead Desk	0.37%	0.85%	+3.8%	+22.4%	+22.5%	+29.6%	+17.0%	−20.8%	$8.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIXN	iShares Global Tech ETFRead Desk	0.37%	0.85%	+3.8%	+22.4%	+22.5%	+29.6%	+17.0%	−20.8%	$8.0B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

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

VIG vs IXN

VIG

Vanguard Dividend Appreciation

$16,638

IXN

iShares Global Tech

$21,896

MeasureVIGIXN

Fee0.04%0.37%

Cost on $10k a year$4$37

Yield1.46%0.85%

5 years, per year+10.7%+17.0%

3 years, per year+18.8%+29.6%

Worst drop · 1Y−7.9%−20.8%

Volatility · 1Y11.0%30.6%

4–2measures won
VIG first

24.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: VIG, IXN, SCHD

Today

24.5%most shared, VIG and IXN

VIGIXNSCHD

VIG—24.5%14.5%

IXN24.5%—2.6%

SCHD14.5%2.6%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

IXN$85 − $37 = $48

KeptFee

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