XOEF vs VIG

AXOEF

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,495VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%VIG · $147 on $10k

Smallest drop−7.7%XOEF · worst fall in 1Y

Held in common25.0%XOEF and VIG

XOEF

VIG

iShares S&P 500 ex S&P 100 ETF · $23MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,369+20.2%

[…]5 years · per year[…] · $16,495+10.5%

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

1.09%12-mo yield$109 · $147 on $10k1.47%

−7.7%Worst dropSmaller wins−7.9%

12.8%VolatilityLower wins10.0%

1–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXOEF · VIG

1.2%KLAC1.1%

1.1%APH0.9%

1.2%ADI0.9%

0.8%ETN0.7%

Held in common25.0%

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

End-of-day Nov 3, 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%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
2	AXOEF	iShares S&P 500 ex S&P 100 ETFRead Desk		0.20%	1.09%	0.0%	+16.8%	+19.3%	new	new	−7.7%	$23M

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

Cards for this view

XOEF vs VIG

XOEF

iShares S&P 500 ex S&P 100

[…]

VIG

Vanguard Dividend Appreciation

$16,495

MeasureXOEFVIG

Fee0.20%0.04%

Cost on $10k a year$20$4

Yield1.09%1.47%

5 years, per year[…]+10.5%

3 years, per year[…]+20.2%

Worst drop · 1Y−7.7%−7.9%

Volatility · 1Y12.8%10.0%

3–1measures won
VIG first

25.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: XOEF, VIG

Today

25.0%most shared, XOEF and VIG

XOEFVIG

XOEF—25.0%

VIG25.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

XOEF$109 − $20 = $89

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee