XLG vs VIG

AXLG

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,462XLG · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common41.7%XLG and VIG

XLG

VIG

Invesco S&P 500 Top 50 ETF · $11.7BVanguard Dividend Appreciation ETF · $109B

+21.8%3 years · per year$18,085 · $16,814+18.9%

+11.8%5 years · per year$17,462 · $16,331+10.3%

0.20%Expense ratio$20 · $4 on $10k · lower wins0.04%

0.67%12-mo yield$67 · $149 on $10k1.49%

−11.8%Worst dropSmaller wins−7.9%

15.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLG · VIG

10.0%MSFT4.9%

12.3%AAPL4.9%

3.7%AVGO4.3%

2.7%LLY4.1%

Held in common41.7%

End-of-day Nov 5, 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	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AXLG	Invesco S&P 500 Top 50 ETFRead Desk		0.20%	0.67%	−5.0%	+0.4%	+0.5%	+21.8%	+11.8%	−11.8%	$11.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

XLG vs VIG

XLG

Invesco S&P 500 Top 50

$17,462

VIG

Vanguard Dividend Appreciation

$16,331

MeasureXLGVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield0.67%1.49%

5 years, per year+11.8%+10.3%

3 years, per year+21.8%+18.9%

Worst drop · 1Y−11.8%−7.9%

Volatility · 1Y15.7%10.8%

4–2measures won
VIG first

41.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLG, VIG

Today

41.7%most shared, XLG and VIG

XLGVIG

XLG—41.7%

VIG41.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

XLG$67 − $20 = $47

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee