Compare · 2 funds side by side · dividends reinvested

FHLC and VIG

FHLCFidelity×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

FHLC 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%$109B1.3

Fidelity MSCI Health Care Index ETFSectors · Health care0.08%1.12%+23.4%+32.2%+17.9%+8.3%−10.4%16.1%$3.5B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: FHLC 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Health Care Index ETF · $3.5B$14,895

FHLC

VIG

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

$10,000 five years ago, dividends reinvested · they hold 17.7% in common

FHLCMeasureVIG

+23.4%Year to dateJan 1 → Nov 4+16.4%

+32.2%1 yearTotal return+18.9%

+17.9%3 years · per year$10,000 became $16,384 · $17,533+20.6%

+8.3%5 years · per year$10,000 became $14,895 · $17,005+11.2%

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

1.12%Trailing 12-mo yield$112 · $144 a year on $10k1.44%

−10.4%Worst dropSmaller is better−7.9%

16.1%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

FHLC vs VIG: Top 5 Holdings

Today

FHLC

38.8%in top 5

VIG

in top 522.1%

FHLCStockVIG

14.6%LLY4.1%

8.3%JNJnot top 5

6.5%ABBVnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.8%UNHnot top 5

4.6%MRKnot top 5

not top 5AVGO4.3%

not top 5JPM3.9%

Held in common17.7%

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

FHLC vs VIG Returns, Every Period

FidelityFHLC

+8.3%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FHLCVIGFaded: behind in that period

2–2Level

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

Sector vs Income: FHLC vs VIG

YTD

FidelityFHLC

+23.4%

VIGVanguard

+16.4%

+23.4%Year to date+16.4%

−10.4%Worst drop · 1Y−7.9%

16.1%Volatility · 1Y10.2%

1.1%Yield1.4%

$3.5BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FHLC, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FHLC0.08%$8

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

Yields: FHLC, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FHLC1.12%$112

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FHLC$112 − $8 = $104

KeptFee

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

Overlap: FHLC, VIG

Today

17.7%most shared, FHLC and VIG

FHLCVIG

FHLC—17.7%

VIG17.7%—

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

Return vs Bumpiness: 2 ETFs

+32.2%FHLC, at 16.1% volatility

VIGWorst drop−7.9%10.2% vol

FHLCWorst drop−10.4%16.1% vol

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

Paid More vs Made More

YTD

VIGFHLC

+16.4%Year to date+23.4%

1.4%Yield1.1%

+18.9%Past year+32.2%

0.04%Fee0.08%

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