Compare · 2 funds side by side · dividends reinvested

FNDX and VIG

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,364FNDX · best of the two

02 / 04

FNDX and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab Fundamental U.S. Large Company ETFUS Stock Styles · Large cap0.25%1.42%+23.4%+27.2%+24.7%+14.1%−6.0%9.9%$28.4B1.3

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.8

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: FNDX 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Schwab Fundamental U.S. Large Company ETF · $28.4B$19,364

FNDX

VIG

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

$10,000 five years ago, dividends reinvested · they hold 43.2% in common

FNDXMeasureVIG

+23.4%Year to dateJan 1 → Nov 4+16.4%

+27.2%1 yearTotal return+18.9%

+24.7%3 years · per year$10,000 became $19,375 · $17,533+20.6%

+14.1%5 years · per year$10,000 became $19,364 · $17,005+11.2%

0.25%Expense ratio$25 · $4 a year on $10k · lower is better0.04%

1.42%Trailing 12-mo yield$142 · $144 a year on $10k1.44%

−6.0%Worst dropSmaller is better−7.9%

9.9%VolatilityLower is calmer10.2%

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

6–2FNDX wins

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

More Ways to See the Pairs

FNDX vs VIG: Top 5 Holdings

Today

FNDX

14.1%in top 5

VIG

in top 522.1%

FNDXStockVIG

3.2%MSFT4.9%

4.7%AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.5%XOMnot top 5

1.9%BRK-Bnot top 5

1.9%AMZNnot top 5

Held in common43.2%

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

FNDX vs VIG Returns, Every Period

SchwabFNDX

+14.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FNDXVIGFaded: behind in that period

4–0FNDX wins

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

Stocks vs Income: FNDX vs VIG

YTD

SchwabFNDX

+23.4%

VIGVanguard

+16.4%

+23.4%Year to date+16.4%

−6.0%Worst drop · 1Y−7.9%

9.9%Volatility · 1Y10.2%

1.4%Yield1.4%

$28.4BAssets$109B

3–0FNDX wins

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

Cost, Income and Risk

Fees: FNDX, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FNDX0.25%$25

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

Yields: FNDX, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FNDX1.42%$142

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FNDX$142 − $25 = $117

KeptFee

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

Overlap: FNDX, VIG

Today

43.2%most shared, FNDX and VIG

FNDXVIG

FNDX—43.2%

VIG43.2%—

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

Return vs Bumpiness: 2 ETFs

+27.2%FNDX, at 9.9% volatility

FNDXWorst drop−6.0%9.9% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGFNDX

+16.4%Year to date+23.4%

1.4%Yield1.4%

+18.9%Past year+27.2%

0.04%Fee0.25%

2–1FNDX 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