XRMI vs VIG

AXRMI

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · XRMI $11,442

Lowest cost0.04%VIG · $4 on $10k

Most income12.46%XRMI · $1,246 on $10k

Smallest drop−5.0%XRMI · worst fall in 1Y

Held in common42.1%XRMI and VIG

XRMI

VIG

Global X - S&P 500 Risk Managed Income ETF · $62MVanguard Dividend Appreciation ETF · $109B

+9.1%3 years · per year$12,982 · $16,775+18.8%

+2.7%5 years · per year$11,442 · $16,638+10.7%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

12.46%12-mo yield$1,246 · $146 on $10k1.46%

−5.0%Worst dropSmaller wins−7.9%

6.2%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsXRMI · VIG

6.1%MSFT4.9%

7.8%AAPL4.9%

2.2%AVGO4.3%

1.7%LLY4.1%

Held in common42.1%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AXRMI	Global X - S&P 500 Risk Managed Income ETFRead Desk		0.60%	12.46%	+1.2%	+5.1%	+8.0%	+9.1%	+2.7%	−5.0%	$62M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AXRMI	Global X - S&P 500 Risk Managed Income ETFRead Desk		0.60%	12.46%	+1.2%	+5.1%	+8.0%	+9.1%	+2.7%	−5.0%	$62M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XRMI vs VIG

XRMI

Global X - S&P 500 Risk Managed Income

$11,442

VIG

Vanguard Dividend Appreciation

$16,638

MeasureXRMIVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield12.46%1.46%

5 years, per year+2.7%+10.7%

3 years, per year+9.1%+18.8%

Worst drop · 1Y−5.0%−7.9%

Volatility · 1Y6.2%11.0%

3–3measures won
level

42.1%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: XRMI, VIG

Today

42.1%most shared, XRMI and VIG

XRMIVIG

XRMI—42.1%

VIG42.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$1,186most kept, XRMI

XRMI$1,246 − $60 = $1,186

VIG$146 − $4 = $142

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee