XJR vs VIG

AXJR

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · XJR $13,084

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common0.6%XJR and VIG

XJR

VIG

iShares ESG Select Screened S&P Small-Cap ETF · $210MVanguard Dividend Appreciation ETF · $109B

+17.3%3 years · per year$16,158 · $16,669+18.6%

+5.5%5 years · per year$13,084 · $16,243+10.2%

0.12%Expense ratio$12 · $4 on $10k · lower wins0.04%

0.95%12-mo yield$95 · $150 on $10k1.50%

−10.2%Worst dropSmaller wins−7.9%

16.8%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXJR · VIG

0.4%MATX0.0%

0.4%NPO0.0%

0.5%POOL0.0%

0.4%MKTX0.0%

Held in common0.6%

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

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	AXJR	iShares ESG Select Screened S&P Small-Cap ETFRead Desk		0.12%	0.95%	−0.1%	+15.4%	+16.8%	+17.3%	+5.5%	−10.2%	$210M

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

XJR vs VIG

XJR

iShares ESG Select Screened S&P Small-Cap

$13,084

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXJRVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield0.95%1.50%

5 years, per year+5.5%+10.2%

3 years, per year+17.3%+18.6%

Worst drop · 1Y−10.2%−7.9%

Volatility · 1Y16.8%10.8%

6–0measures won
VIG first

0.6%

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%

$44.9BAssets$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: XJR, VIG

Today

0.6%most shared, XJR and VIG

XJRVIG

XJR—0.6%

VIG0.6%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

XJR$95 − $12 = $83

KeptFee

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