XT vs VIG

AXT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income7.14%XT · $714 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common26.0%XT and VIG

VIG

iShares Future Exponential Technologies ETF · $3.8BVanguard Dividend Appreciation ETF · $109B

+20.9%3 years · per year$17,667 · $16,669+18.6%

+6.3%5 years · per year$13,598 · $16,243+10.2%

0.46%Expense ratio$46 · $4 on $10k · lower wins0.04%

7.14%12-mo yield$714 · $150 on $10k1.50%

−10.4%Worst dropSmaller wins−7.9%

18.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXT · VIG

4.4%MSFT4.9%

4.9%LLY4.1%

3.3%JNJ2.8%

2.6%ABBV2.0%

Held in common26.0%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AXT	iShares Future Exponential Technologies ETFRead Desk	0.46%	7.14%	+0.6%	+14.9%	+15.5%	+20.9%	+6.3%	−10.4%	$3.8B

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

XT vs VIG

iShares Future Exponential Technologies

$13,598

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXTVIG

Fee0.46%0.04%

Cost on $10k a year$46$4

Yield7.14%1.50%

5 years, per year+6.3%+10.2%

3 years, per year+20.9%+18.6%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y18.7%10.8%

4–2measures won
VIG first

26.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XT, VIG, SCHD

Today

26.0%most shared, XT and VIG

XTVIGSCHD

XT—26.0%8.5%

VIG26.0%—14.5%

SCHD8.5%14.5%—

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

Income After Fees on $10,000

$668most kept, XT

XT$714 − $46 = $668

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

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