XSW vs VYM

AXSW

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common2.0%XSW and VYM

XSW

VYM

State Street SPDR S&P Software & Services ETF · $507MVanguard High Dividend Yield ETF · $78.9B

+19.4%3 years · per year$17,037 · $17,107+19.6%

+2.3%5 years · per year$11,226 · $16,941+11.1%

0.35%Expense ratio$35 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $231 on $10k2.31%

−30.6%Worst dropSmaller wins−6.7%

31.1%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXSW · VYM

0.8%IBM0.9%

0.5%ORCL1.0%

1.1%ACN0.5%

0.8%CTSH0.1%

Held in common2.0%

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

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXSW	State Street SPDR S&P Software & Services ETFRead Desk	0.35%	0.00%	−0.6%	+8.3%	+4.5%	+19.4%	+2.3%	−30.6%	$507M

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

XSW vs VYM

XSW

SPDR S&P Software & Services

$11,226

VYM

Vanguard High Dividend Yield

$16,941

MeasureXSWVYM

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.00%2.31%

5 years, per year+2.3%+11.1%

3 years, per year+19.4%+19.6%

Worst drop · 1Y−30.6%−6.7%

Volatility · 1Y31.1%10.6%

6–0measures won
VYM first

2.0%

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: XSW, VYM, VIG

Today

60.6%most shared, VYM and VIG

XSWVYMVIG

XSW—2.0%3.1%

VYM2.0%—60.6%

VIG3.1%60.6%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

VIG$150 − $4 = $146

XSW$0 − $35 = −$35

KeptFee

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