XLSR vs VIG

AXLSR

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common8.5%XLSR and VIG

XLSR

VIG

State Street US Sector Rotation ETF · $1.1BVanguard Dividend Appreciation ETF · $109B

+16.9%3 years · per year$15,995 · $16,669+18.6%

+8.2%5 years · per year$14,831 · $16,243+10.2%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

0.42%12-mo yield$42 · $150 on $10k1.50%

−11.1%Worst dropSmaller wins−7.9%

14.5%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLSR · VIG

4.2%AAPL4.9%

3.2%MSFT4.9%

1.1%AVGO4.3%

0.1%WMT2.1%

Held in common8.5%

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	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

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	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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AXLSR	State Street US Sector Rotation ETFRead Desk	0.70%	0.42%	+0.8%	+2.9%	+5.1%	+16.9%	+8.2%	−11.1%	$1.1B

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

XLSR vs VIG

XLSR

US Sector Rotation

$14,831

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXLSRVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield0.42%1.50%

5 years, per year+8.2%+10.2%

3 years, per year+16.9%+18.6%

Worst drop · 1Y−11.1%−7.9%

Volatility · 1Y14.5%10.8%

6–0measures won
VIG first

8.5%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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

Overlap: XLSR, VIG, VUG

Today

26.4%most shared, VIG and VUG

XLSRVIGVUG

XLSR—8.5%21.7%

VIG8.5%—26.4%

VUG21.7%26.4%—

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

VUG$42 − $3 = $39

XLSR$42 − $70 = −$28

KeptFee

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