XTL vs VIG

AXTL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,427XTL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common2.2%XTL and VIG

XTL

VIG

State Street SPDR S&P Telecom ETF · $448MVanguard Dividend Appreciation ETF · $109B

+43.1%3 years · per year$29,311 · $17,533+20.6%

+15.4%5 years · per year$20,427 · $17,005+11.2%

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

1.05%12-mo yield$105 · $144 on $10k1.44%

−25.3%Worst dropSmaller wins−7.9%

31.5%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTL · VIG

3.1%CSCO1.9%

3.6%MSI0.3%

Held in common2.2%

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	AXTL	State Street SPDR S&P Telecom ETFRead Desk		0.35%	1.05%	−0.4%	+21.2%	+21.7%	+43.1%	+15.4%	−25.3%	$448M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AXTL	State Street SPDR S&P Telecom ETFRead Desk		0.35%	1.05%	−0.4%	+21.2%	+21.7%	+43.1%	+15.4%	−25.3%	$448M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

XTL vs VIG

XTL

SPDR S&P Telecom

$20,427

VIG

Vanguard Dividend Appreciation

$17,005

MeasureXTLVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield1.05%1.44%

5 years, per year+15.4%+11.2%

3 years, per year+43.1%+20.6%

Worst drop · 1Y−25.3%−7.9%

Volatility · 1Y31.5%10.2%

4–2measures won
VIG first

2.2%

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: XTL, VIG

Today

2.2%most shared, XTL and VIG

XTLVIG

XTL—2.2%

VIG2.2%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

XTL$105 − $35 = $70

KeptFee

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