Compare · 2 funds side by side · dividends reinvested

FCTR and VIG

FCTRFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

FCTR and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

First Trust Lunt U.S. Factor Rotation ETFUS Stock Styles · Large cap0.65%0.64%−8.6%−10.6%+13.2%−0.7%−21.3%21.2%$45M2.0

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: FCTR 2018 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Lunt U.S. Factor Rotation ETF · $45M$9,638

FCTR

VIG

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

$10,000 five years ago, dividends reinvested · they hold 7.4% in common

FCTRMeasureVIG

−8.6%Year to dateJan 1 → Nov 4+16.4%

−10.6%1 yearTotal return+18.9%

+13.2%3 years · per year$10,000 became $14,489 · $17,533+20.6%

−0.7%5 years · per year$10,000 became $9,638 · $17,005+11.2%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

0.64%Trailing 12-mo yield$64 · $144 a year on $10k1.44%

−21.3%Worst dropSmaller is better−7.9%

21.2%VolatilityLower is calmer10.2%

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

0–8VIG wins

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

More Ways to See the Pairs

FCTR vs VIG: Top 5 Holdings

Today

FCTR

11.3%in top 5

VIG

in top 522.1%

FCTRStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

3.4%CRWDnot top 5

2.2%MRNAnot top 5

2.1%NETnot top 5

1.8%AXONnot top 5

1.8%SNOWnot top 5

Held in common7.4%

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

FCTR vs VIG Returns, Every Period

First TrustFCTR

−0.7%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FCTRVIGFaded: behind in that period

0–4VIG wins

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

Stocks vs Income: FCTR vs VIG

YTD

First TrustFCTR

−8.6%

VIGVanguard

+16.4%

−8.6%Year to date+16.4%

−21.3%Worst drop · 1Y−7.9%

21.2%Volatility · 1Y10.2%

0.6%Yield1.4%

$45.4MAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: FCTR, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FCTR0.65%$65

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

Yields: FCTR, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FCTR0.64%$64

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FCTR$64 − $65 = −$1

KeptFee

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

Overlap: FCTR, VIG

Today

7.4%most shared, FCTR and VIG

FCTRVIG

FCTR—7.4%

VIG7.4%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

FCTRWorst drop−21.3%21.2% vol

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

Paid More vs Made More

YTD

VIGFCTR

+16.4%Year to date−8.6%

1.4%Yield0.6%

+18.9%Past year−10.6%

0.04%Fee0.65%

4–0VIG wins

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