XLEM vs VIG

AXLEM

BVIG

Measures won0–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · VIG $16,513

Lowest cost0.04%VIG · $4 on $10k

Most income1.45%VIG · $145 on $10k

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

Held in common3.4%XLEM and VIG

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

[…]3 years · per year[…] · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

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

0.00%12-mo yield$0 · $145 on $10k1.45%

Cards for this view

XLEM

S&P 500 Energy Market Sector SPDR

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureXLEMVIG

Fee0.12%0.04%

Cost on $10k a year$12$4

Yield0.00%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y[…]−7.9%

Volatility · 1Y[…]11.0%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk	0.12%	0.00%	+1.5%	new	new	new	new	[…]	$480K

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AXLEM	State Street S&P 500 Energy Market Sector SPDR ETFRead Desk	0.12%	0.00%	+1.5%	new	new	new	new	[…]	$480K

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