XMLV vs VIG

AXMLV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · XMLV $14,024

Lowest cost0.04%VIG · $4 on $10k

Most income2.95%XMLV · $295 on $10k

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

Held in common1.2%XMLV and VIG

XMLV

VIG

Invesco S&P MidCap Low Volatility ETF · $729MVanguard Dividend Appreciation ETF · $109B

+15.4%3 years · per year$15,375 · $17,533+20.6%

+7.0%5 years · per year$14,024 · $17,005+11.2%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

2.95%12-mo yield$295 · $144 on $10k1.44%

−9.2%Worst dropSmaller wins−7.9%

10.8%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXMLV · VIG

1.2%RS0.1%

1.2%RGA0.1%

1.2%RNR0.1%

1.2%UNM0.1%

Held in common1.2%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.95%	+1.5%	+11.3%	+13.0%	+15.4%	+7.0%	−9.2%	$729M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AXMLV	Invesco S&P MidCap Low Volatility ETFRead Desk		0.25%	2.95%	+1.5%	+11.3%	+13.0%	+15.4%	+7.0%	−9.2%	$729M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XMLV vs VIG

XMLV

Invesco S&P MidCap Low Volatility

$14,024

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXMLVVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield2.95%1.44%

5 years, per year+7.0%+11.2%

3 years, per year+15.4%+20.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y10.8%10.2%

5–1measures won
VIG first

1.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: XMLV, VIG

Today

1.2%most shared, XMLV and VIG

XMLVVIG

XMLV—1.2%

VIG1.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$270most kept, XMLV

XMLV$295 − $25 = $270

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee