XLEM vs VIG

AXLEM

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VIG $16,243

Lowest cost0.03%IVV · $3 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common3.4%XLEM and VIG

XLEM

VIG

State Street S&P 500 Energy Market Sector SPDR ETF · $0MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

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

0.00%12-mo yield$0 · $150 on $10k1.50%

[…]Worst dropSmaller wins−7.9%

[…]VolatilityLower wins10.8%

0–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLEM · VIG

9.5%XOM3.0%

0.5%PSX0.5%

Held in common3.4%

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk	0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk	0.12%	0.00%	−0.3%	new	new	new	new	[…]	$470K

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

XLEM vs VIG

XLEM

S&P 500 Energy Market Sector SPDR

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXLEMVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield0.00%1.50%

5 years, per year[…]+10.2%

3 years, per year[…]+18.6%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]10.8%

2–0measures won
VIG first

3.4%

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: XLEM, VIG, IVV

Today

42.8%most shared, VIG and IVV

XLEMVIGIVV

XLEM—3.4%2.5%

VIG3.4%—42.8%

IVV2.5%42.8%—

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

IVV$114 − $3 = $111

XLEM$0 − $12 = −$12

KeptFee

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