WUGI vs VIG

AWUGI

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · WUGI $13,644

Lowest cost0.04%VIG · $4 on $10k

Most income24.50%WUGI · $2,450 on $10k

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

Held in common4.3%WUGI and VIG

WUGI

VIG

AXS Esoterica NextG Economy ETF · $25MVanguard Dividend Appreciation ETF · $109B

+25.8%3 years · per year$19,888 · $16,669+18.6%

+6.4%5 years · per year$13,644 · $16,243+10.2%

1.46%Expense ratio$146 · $4 on $10k · lower wins0.04%

24.50%12-mo yield$2,450 · $150 on $10k1.50%

−32.0%Worst dropSmaller wins−7.9%

37.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsWUGI · VIG

4.4%AVGO4.3%

Held in common4.3%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	24.50%	+3.1%	−6.8%	−8.7%	+25.8%	+6.4%	−32.0%	$25M

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AWUGI	AXS Esoterica NextG Economy ETFRead Desk		1.46%	24.50%	+3.1%	−6.8%	−8.7%	+25.8%	+6.4%	−32.0%	$25M

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

WUGI vs VIG

WUGI

AXS Esoterica NextG Economy

$13,644

VIG

Vanguard Dividend Appreciation

$16,243

MeasureWUGIVIG

Fee1.46%0.04%

Cost on $10k a year$146$4

Yield24.50%1.50%

5 years, per year+6.4%+10.2%

3 years, per year+25.8%+18.6%

Worst drop · 1Y−32.0%−7.9%

Volatility · 1Y37.0%10.8%

4–2measures won
VIG first

4.3%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

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

Overlap: WUGI, VIG

Today

4.3%most shared, WUGI and VIG

WUGIVIG

WUGI—4.3%

VIG4.3%—

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

Income After Fees on $10,000

$2,304most kept, WUGI

WUGI$2,450 − $146 = $2,304

VIG$150 − $4 = $146

KeptFee

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