XHS vs VIG

AXHS

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · XHS $14,719

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common2.9%XHS and VIG

XHS

VIG

State Street SPDR S&P Health Care Services ETF · $231MVanguard Dividend Appreciation ETF · $109B

+24.4%3 years · per year$19,231 · $17,533+20.6%

+8.0%5 years · per year$14,719 · $17,005+11.2%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

0.14%12-mo yield$14 · $144 on $10k1.44%

−12.0%Worst dropSmaller wins−7.9%

18.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXHS · VIG

1.7%UNH1.5%

1.9%MCK0.4%

1.7%ELV0.4%

1.8%COR0.3%

Held in common2.9%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AXHS	State Street SPDR S&P Health Care Services ETFRead Desk		0.35%	0.14%	+5.4%	+40.0%	+44.5%	+24.4%	+8.0%	−12.0%	$231M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AXHS	State Street SPDR S&P Health Care Services ETFRead Desk		0.35%	0.14%	+5.4%	+40.0%	+44.5%	+24.4%	+8.0%	−12.0%	$231M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XHS vs VIG

XHS

SPDR S&P Health Care Services

$14,719

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXHSVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.14%1.44%

5 years, per year+8.0%+11.2%

3 years, per year+24.4%+20.6%

Worst drop · 1Y−12.0%−7.9%

Volatility · 1Y18.3%10.2%

5–1measures won
VIG first

2.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XHS, VIG

Today

2.9%most shared, XHS and VIG

XHSVIG

XHS—2.9%

VIG2.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

XHS$14 − $35 = −$21

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee