XTN vs VIG

AXTN

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · XTN $11,453

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common1.4%XTN and VIG

XTN

VIG

State Street SPDR S&P Transportation ETF · $219MVanguard Dividend Appreciation ETF · $109B

+15.0%3 years · per year$15,216 · $16,814+18.9%

+2.8%5 years · per year$11,453 · $16,331+10.3%

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

0.75%12-mo yield$75 · $149 on $10k1.49%

−17.8%Worst dropSmaller wins−7.9%

27.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · VIG

3.0%UNP0.7%

3.0%CSX0.4%

2.9%EXPD0.1%

2.4%CHRW0.1%

Held in common1.4%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−3.6%	+10.3%	+20.0%	+15.0%	+2.8%	−17.8%	$219M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.75%	−3.6%	+10.3%	+20.0%	+15.0%	+2.8%	−17.8%	$219M

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

Cards for this view

XTN vs VIG

XTN

SPDR S&P Transportation

$11,453

VIG

Vanguard Dividend Appreciation

$16,331

MeasureXTNVIG

Fee0.35%0.04%

Cost on $10k a year$35$4

Yield0.75%1.49%

5 years, per year+2.8%+10.3%

3 years, per year+15.0%+18.9%

Worst drop · 1Y−17.8%−7.9%

Volatility · 1Y27.4%10.8%

6–0measures won
VIG first

1.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XTN, VIG

Today

1.4%most shared, XTN and VIG

XTNVIG

XTN—1.4%

VIG1.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

XTN$75 − $35 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee