Compare · 2 funds side by side · dividends reinvested

FBT and VIG

FBTFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,295FBT · best of the two

02 / 04

FBT and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust NYSE Arca Biotechnology Index FundSectors · Technology0.55%0.00%+35.3%+45.4%+28.5%+11.6%−14.3%21.9%$3.1B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: FBT 2006 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NYSE Arca Biotechnology Index Fund · $3.1B$17,295

FBT

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

FBTMeasureVIG

+35.3%Year to dateJan 1 → Nov 4+16.4%

+45.4%1 yearTotal return+18.9%

+28.5%3 years · per year$10,000 became $21,223 · $17,533+20.6%

+11.6%5 years · per year$10,000 became $17,295 · $17,005+11.2%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−14.3%Worst dropSmaller is better−7.9%

21.9%VolatilityLower is calmer10.2%

FBTVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FBT vs VIG: Top 5 Holdings

Today

FBT

20.3%in top 5

VIG

in top 522.1%

FBTStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%GMABnot top 5

not top 5AVGO4.3%

4.2%REGNnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.9%EXELnot top 5

3.7%HALOnot top 5

3.7%NBIXnot top 5

Held in common1.8%

End-of-day Nov 4, 2026 · share of each fund

FBT vs VIG Returns, Every Period

First TrustFBT

+11.6%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FBTVIGFaded: behind in that period

4–0FBT wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Income: FBT vs VIG

YTD

First TrustFBT

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

−14.3%Worst drop · 1Y−7.9%

21.9%Volatility · 1Y10.2%

0.0%Yield1.4%

$3.1BAssets$109B

3–1VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FBT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FBT0.55%$55

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FBT, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FBT0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FBT$0 − $55 = −$55

KeptFee

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

Overlap: FBT, VIG

Today

1.8%most shared, FBT and VIG

FBTVIG

FBT—1.8%

VIG1.8%—

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

Return vs Bumpiness: 2 ETFs

+45.4%FBT, at 21.9% volatility

VIGWorst drop−7.9%10.2% vol

FBTWorst drop−14.3%21.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGFBT

+16.4%Year to date+35.3%

1.4%Yield0.0%

+18.9%Past year+45.4%

0.04%Fee0.55%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026