XTR vs VIG

AXTR

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · XTR $14,970

Lowest cost0.04%VIG · $4 on $10k

Most income16.82%XTR · $1,682 on $10k

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

Held in common42.5%XTR and VIG

XTR

VIG

Global X S&P 500 Tail Risk ETF · $5MVanguard Dividend Appreciation ETF · $109B

+17.9%3 years · per year$16,387 · $16,669+18.6%

+8.4%5 years · per year$14,971 · $16,243+10.2%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

16.82%12-mo yield$1,682 · $150 on $10k1.50%

−8.5%Worst dropSmaller wins−7.9%

12.3%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTR · VIG

6.2%MSFT4.9%

7.8%AAPL4.9%

2.2%AVGO4.3%

1.7%LLY4.1%

Held in common42.5%

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AXTR	Global X S&P 500 Tail Risk ETFRead Desk		0.25%	16.82%	+0.1%	+5.8%	+6.2%	+17.9%	+8.4%	−8.5%	$5M

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

XTR vs VIG

XTR

Global X S&P 500 Tail Risk

$14,971

VIG

Vanguard Dividend Appreciation

$16,243

MeasureXTRVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield16.82%1.50%

5 years, per year+8.4%+10.2%

3 years, per year+17.9%+18.6%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.3%10.8%

5–1measures won
VIG first

42.5%

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: XTR, VIG

Today

42.5%most shared, XTR and VIG

XTRVIG

XTR—42.5%

VIG42.5%—

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

Income After Fees on $10,000

$1,657most kept, XTR

XTR$1,682 − $25 = $1,657

VIG$150 − $4 = $146

KeptFee

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