VIG vs XLE

AVIG

BXLE

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common3.5%VIG and XLE

VIG

XLE

Vanguard Dividend Appreciation ETF · $109BState Street Energy Select Sector SPDR ETF · $44.1B

+18.9%3 years · per year$16,814 · $15,905+16.7%

+10.3%5 years · per year$16,331 · $25,404+20.5%

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

1.49%12-mo yield$149 · $247 on $10k2.47%

−7.9%Worst dropSmaller wins−15.0%

10.8%VolatilityLower wins23.3%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · XLE

3.0%XOM24.3%

0.5%PSX4.6%

0.1%TPL0.9%

Held in common3.5%

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AVIG	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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	AVIG	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

VIG vs XLE

VIG

Vanguard Dividend Appreciation

$16,331

XLE

Energy Select Sector SPDR

$25,404

MeasureVIGXLE

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield1.49%2.47%

5 years, per year+10.3%+20.5%

3 years, per year+18.9%+16.7%

Worst drop · 1Y−7.9%−15.0%

Volatility · 1Y10.8%23.3%

4–2measures won
VIG first

3.5%

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE 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

Overlap: VIG, XLE

Today

3.5%most shared, VIG and XLE

VIGXLE

VIG—3.5%

XLE3.5%—

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VIG$149 − $4 = $145

KeptFee

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