XSHD vs VIG

AXSHD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · XSHD $8,236

Lowest cost0.04%VIG · $4 on $10k

Most income4.93%XSHD · $493 on $10k

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

Held in common0.1%XSHD and VIG

XSHD

VIG

Invesco S&P SmallCap High Dividend Low Volatility ETF · $64MVanguard Dividend Appreciation ETF · $109B

+5.7%3 years · per year$11,813 · $17,533+20.6%

−3.8%5 years · per year$8,236 · $17,005+11.2%

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

4.93%12-mo yield$493 · $144 on $10k1.44%

−13.3%Worst dropSmaller wins−7.9%

14.7%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXSHD · VIG

0.9%OTTR0.0%

1.6%HNI0.0%

1.0%AWR0.0%

1.0%CWT0.0%

Held in common0.1%

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	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	4.93%	+3.0%	+9.6%	+12.1%	+5.7%	−3.8%	−13.3%	$64M

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	AXSHD	Invesco S&P SmallCap High Dividend Low Volatility ETFRead Desk		0.30%	4.93%	+3.0%	+9.6%	+12.1%	+5.7%	−3.8%	−13.3%	$64M

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

XSHD vs VIG

XSHD

Invesco S&P SmallCap High Dividend Low Volatility

$8,236

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXSHDVIG

Fee0.30%0.04%

Cost on $10k a year$30$4

Yield4.93%1.44%

5 years, per year−3.8%+11.2%

3 years, per year+5.7%+20.6%

Worst drop · 1Y−13.3%−7.9%

Volatility · 1Y14.7%10.2%

5–1measures won
VIG first

0.1%

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: XSHD, VIG

Today

0.1%most shared, XSHD and VIG

XSHDVIG

XSHD—0.1%

VIG0.1%—

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

Income After Fees on $10,000

$463most kept, XSHD

XSHD$493 − $30 = $463

VIG$144 − $4 = $140

KeptFee

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