XRLX vs VIG

AXRLX

BVIG

Measures won3–2XRLX wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG

Lowest cost0.04%VIG · $4 on $10k

Most income2.73%XRLX · $273 on $10k

Smallest drop−6.5%XRLX · worst fall in 1Y

Held in common0.0%XRLX and VIG

XRLX

VIG

FundX Investment Conservative ETF · $44MVanguard Dividend Appreciation ETF · $109B

+11.9%3 years · per year$14,026 · $16,669+18.6%

[…]5 years · per year[…] · $16,243+10.2%

1.20%Expense ratio$120 · $4 on $10k · lower wins0.04%

2.73%12-mo yield$273 · $150 on $10k1.50%

−6.5%Worst dropSmaller wins−7.9%

10.6%VolatilityLower wins10.8%

3–2XRLX wins

$10,000 · 5 yearsOne scale

Shared top holdingsXRLX · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AXRLX	FundX Investment Conservative ETFRead Desk		1.20%	2.73%	+0.3%	+1.7%	+2.8%	+11.9%	new	−6.5%	$44M

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	AXRLX	FundX Investment Conservative ETFRead Desk		1.20%	2.73%	+0.3%	+1.7%	+2.8%	+11.9%	new	−6.5%	$44M

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

XRLX vs VIG

XRLX

FundX Investment Conservative

[…]

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXRLXVIG

Fee1.20%0.04%

Cost on $10k a year$120$4

Yield2.73%1.50%

5 years, per year[…]+10.2%

3 years, per year+11.9%+18.6%

Worst drop · 1Y−6.5%−7.9%

Volatility · 1Y10.6%10.8%

3–2measures won
XRLX first

0.0%

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: XRLX, VIG

Today

0.0%most shared, XRLX and VIG

XRLXVIG

XRLX—0.0%

VIG0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$153most kept, XRLX

XRLX$273 − $120 = $153

VIG$150 − $4 = $146

KeptFee

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