Compare · 2 funds side by side · dividends reinvested

FDIS and VIG

FDISFidelity×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

FDIS 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

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$1.6B2.0

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: FDIS 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,774

FDIS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.7% in common

FDISMeasureVIG

+4.4%Year to dateJan 1 → Nov 4+16.4%

+3.1%1 yearTotal return+18.9%

+18.2%3 years · per year$10,000 became $16,516 · $17,533+20.6%

+5.0%5 years · per year$10,000 became $12,774 · $17,005+11.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

0.73%Trailing 12-mo yield$73 · $144 a year on $10k1.44%

−15.5%Worst dropSmaller is better−7.9%

19.4%VolatilityLower is calmer10.2%

FDISVIG 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

FDIS vs VIG: Top 5 Holdings

Today

FDIS

48.3%in top 5

VIG

in top 522.1%

FDISStockVIG

21.6%AMZNnot top 5

16.7%TSLAnot top 5

5.0%HDnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.8%MCDnot top 5

2.3%TJXnot top 5

Held in common3.7%

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

FDIS vs VIG Returns, Every Period

FidelityFDIS

+5.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FDISVIGFaded: behind in that period

0–4VIG wins

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

Sector vs Income: FDIS vs VIG

YTD

FidelityFDIS

+4.4%

VIGVanguard

+16.4%

+4.4%Year to date+16.4%

−15.5%Worst drop · 1Y−7.9%

19.4%Volatility · 1Y10.2%

0.7%Yield1.4%

$1.6BAssets$109B

4–0VIG wins

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

Cost, Income and Risk

Fees: FDIS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDIS0.08%$8

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

Yields: FDIS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FDIS0.73%$73

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FDIS$73 − $8 = $65

KeptFee

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

Overlap: FDIS, VIG

Today

3.7%most shared, FDIS and VIG

FDISVIG

FDIS—3.7%

VIG3.7%—

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

FDISWorst drop−15.5%19.4% vol

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

Paid More vs Made More

YTD

VIGFDIS

+16.4%Year to date+4.4%

1.4%Yield0.7%

+18.9%Past year+3.1%

0.04%Fee0.08%

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