XMHQ vs VIG

AXMHQ

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · XMHQ $16,173

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 common0.8%XMHQ and VIG

XMHQ

VIG

Invesco S&P MidCap Quality ETF · $5.7BVanguard Dividend Appreciation ETF · $109B

+17.4%3 years · per year$16,191 · $16,669+18.6%

+10.1%5 years · per year$16,173 · $16,243+10.2%

0.30%Expense ratio$30 · $4 on $10k · lower wins0.04%

0.56%12-mo yield$56 · $150 on $10k1.50%

−8.4%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMHQ · VIG

2.1%LECO0.1%

2.1%RNR0.1%

2.5%CSL0.1%

1.4%GGG0.1%

Held in common0.8%

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	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.56%	+0.2%	+15.5%	+15.2%	+17.4%	+10.1%	−8.4%	$5.7B

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	AXMHQ	Invesco S&P MidCap Quality ETFRead Desk		0.30%	0.56%	+0.2%	+15.5%	+15.2%	+17.4%	+10.1%	−8.4%	$5.7B

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

XMHQ vs VIG

XMHQ

Invesco S&P MidCap Quality

$16,173

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXMHQVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield0.56%1.50%

5 years, per year+10.1%+10.2%

3 years, per year+17.4%+18.6%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y15.0%10.8%

6–0measures won
VIG first

0.8%

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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XMHQ, VIG

Today

0.8%most shared, XMHQ and VIG

XMHQVIG

XMHQ—0.8%

VIG0.8%—

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

XMHQ$56 − $30 = $26

KeptFee

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