VIG vs XSW

AVIG

BXSW

Measures won5–1VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

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

Held in common3.1%VIG and XSW

VIG

XSW

Vanguard Dividend Appreciation ETF · $109BState Street SPDR S&P Software & Services ETF · $507M

+18.6%3 years · per year$16,669 · $17,037+19.4%

+10.2%5 years · per year$16,243 · $11,226+2.3%

0.04%Expense ratio$4 · $35 on $10k · lower wins0.35%

1.50%12-mo yield$150 · $0 on $10k0.00%

−7.9%Worst dropSmaller wins−30.6%

10.8%VolatilityLower wins31.1%

5–1VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · XSW

4.9%MSFT0.8%

0.9%IBM0.8%

1.1%ORCL0.5%

0.5%ACN1.1%

Held in common3.1%

End-of-day Nov 6, 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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs XSW

VIG

Vanguard Dividend Appreciation

$16,243

XSW

SPDR S&P Software & Services

$11,226

MeasureVIGXSW

Fee0.04%0.35%

Cost on $10k a year$4$35

Yield1.50%0.00%

5 years, per year+10.2%+2.3%

3 years, per year+18.6%+19.4%

Worst drop · 1Y−7.9%−30.6%

Volatility · 1Y10.8%31.1%

5–1measures won
VIG first

3.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, XSW, SCHD

Today

14.5%most shared, VIG and SCHD

VIGXSWSCHD

VIG—3.1%14.5%

XSW3.1%—1.1%

SCHD14.5%1.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

XSW$0 − $35 = −$35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee