Compare · 2 funds side by side · dividends reinvested

FGM and VIG

FGMFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

FGM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

First Trust Germany AlphaDEX FundInternational · Region & country0.80%1.81%−3.5%+4.4%+23.3%+3.7%−18.3%21.3%$88M1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FGM 2012 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Germany AlphaDEX Fund · $88M$12,020

FGM

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FGMMeasureVIG

−3.5%Year to dateJan 1 → Nov 5+12.5%

+4.4%1 yearTotal return+15.2%

+23.3%3 years · per year$10,000 became $18,734 · $16,814+18.9%

+3.7%5 years · per year$10,000 became $12,020 · $16,331+10.3%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

1.81%Trailing 12-mo yield$181 · $149 a year on $10k1.49%

−18.3%Worst dropSmaller is better−7.9%

21.3%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

FGM vs VIG: Top 5 Holdings

Today

FGM

21.5%in top 5

VIG

in top 522.1%

FGMStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

4.6%TKA.DEnot top 5

4.6%BMW.DEnot top 5

4.4%DHER.DEnot top 5

not top 5AVGO4.3%

4.2%PAH3.DEnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.8%BAYN.DEnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FGM vs VIG Returns, Every Period

First TrustFGM

+3.7%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

FGMVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Income: FGM vs VIG

YTD

First TrustFGM

−3.5%

VIGVanguard

+12.5%

−3.5%Year to date+12.5%

−18.3%Worst drop · 1Y−7.9%

21.3%Volatility · 1Y10.8%

1.8%Yield1.5%

$87.5MAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FGM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FGM0.80%$80

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FGM, VIG

1.81%highest, FGM

FundTrailing yieldYield$10k

FGM1.81%$181

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FGM$181 − $80 = $101

KeptFee

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

Overlap: FGM, VIG

Today

0.0%most shared, FGM and VIG

FGMVIG

FGM—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FGMWorst drop−18.3%21.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FGMVIG

−3.5%Year to date+12.5%

1.8%Yield1.5%

+4.4%Past year+15.2%

0.80%Fee0.04%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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