Compare · 2 funds side by side · dividends reinvested

FNY and VIG

FNYFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,495VIG · best of the two

02 / 04

FNY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.47%+14.0%+15.9%+20.2%+10.5%−7.9%10.0%$109B1.1

First Trust Mid Cap Growth AlphaDEX FundUS Stock Styles · Mid cap0.73%0.00%+7.8%+5.6%+21.3%+5.6%−13.5%21.2%$546M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: FNY 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Mid Cap Growth AlphaDEX Fund · $546M$13,106

FNY

VIG

Vanguard Dividend Appreciation ETF · $109B$16,495

$10,000 five years ago, dividends reinvested · they hold 0.6% in common

FNYMeasureVIG

+7.8%Year to dateJan 1 → Nov 3+14.0%

+5.6%1 yearTotal return+15.9%

+21.3%3 years · per year$10,000 became $17,830 · $17,369+20.2%

+5.6%5 years · per year$10,000 became $13,106 · $16,495+10.5%

0.73%Expense ratio$73 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $147 a year on $10k1.47%

−13.5%Worst dropSmaller is better−7.9%

21.2%VolatilityLower is calmer10.0%

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

1–7VIG wins

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

More Ways to See the Pairs

FNY vs VIG: Top 5 Holdings

Today

FNY

4.6%in top 5

VIG

in top 522.1%

FNYStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.1%GKOSnot top 5

0.9%CRLnot top 5

0.9%QLYSnot top 5

0.9%EXELnot top 5

0.9%HALOnot top 5

Held in common0.6%

End-of-day Nov 3, 2026 · share of each fund

FNY vs VIG Returns, Every Period

First TrustFNY

+5.6%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

FNYVIGFaded: behind in that period

1–3VIG wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Income: FNY vs VIG

YTD

First TrustFNY

+7.8%

VIGVanguard

+14.0%

+7.8%Year to date+14.0%

−13.5%Worst drop · 1Y−7.9%

21.2%Volatility · 1Y10.0%

0.0%Yield1.5%

$546MAssets$109B

4–0VIG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FNY0.73%$73

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FNY, VIG

1.47%highest, VIG

FundTrailing yieldYield$10k

VIG1.47%$147

FNY0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$143most kept, VIG

VIG$147 − $4 = $143

FNY$0 − $73 = −$73

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FNY, VIG

Today

0.6%most shared, FNY and VIG

FNYVIG

FNY—0.6%

VIG0.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%VIG, at 10.0% volatility

VIGWorst drop−7.9%10.0% vol

FNYWorst drop−13.5%21.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VIGFNY

+14.0%Year to date+7.8%

1.5%Yield0.0%

+15.9%Past year+5.6%

0.04%Fee0.73%

4–0VIG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026