Compare · 3 funds side by side · dividends reinvested

FPE, SGOV and VIG

FPEFirst Trust×SGOViShares×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,243VIG · best of the three

02 / 04

FPE, SGOV and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B1.9

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.33%−1.6%−1.0%+9.1%+2.2%−4.4%4.2%$5.8B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FPE 2013 · SGOV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.8B$11,141

FPE

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

FPEMeasureSGOV

−1.6%Year to dateJan 1 → Nov 6+3.2%

−1.0%1 yearTotal return+3.8%

+9.1%3 years · per year$10,000 became $12,986 · $11,419+4.5%

+2.2%5 years · per year$10,000 became $11,141 · $12,090+3.9%

0.83%Expense ratio$83 · $9 a year on $10k · lower is better0.09%

6.33%Trailing 12-mo yield$633 · $363 a year on $10k3.63%

−4.4%Worst dropSmaller is better0.0%

4.2%VolatilityLower is calmer0.2%

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

2–6SGOV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FPE vs SGOV: Top 5 Holdings

Today

FPE

5.9%in top 5

SGOV

in top 5[…]

FPEStockSGOV

1.6%WFC-PLnot top 5

1.2%XELLLnot top 5

1.1%CRBDnot top 5

1.1%ESGRPnot top 5

1.0%TMUSZnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

FPE vs SGOV Returns, Every Period

First TrustFPE

+2.2%

5 years, per year

SGOViShares

+3.9%

5 years, per year

FPESGOVFaded: behind in that period

1–3SGOV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Bonds: FPE vs SGOV

YTD

First TrustFPE

−1.6%

SGOViShares

+3.2%

−1.6%Year to date+3.2%

−4.4%Worst drop · 1Y+0.0%

4.2%Volatility · 1Y0.2%

6.3%Yield3.6%

$5.8BAssets$117B

3–1SGOV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FPE, SGOV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SGOV0.09%$9

FPE0.83%$83

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FPE, SGOV, VIG

6.33%highest, FPE

FundTrailing yieldYield$10k

FPE6.33%$633

SGOV3.63%$363

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$550most kept, FPE

FPE$633 − $83 = $550

SGOV$363 − $9 = $354

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FPE, SGOV, VIG

Today

0.0%most shared, FPE and VIG

FPESGOVVIG

FPE—[…]0.0%

SGOV[…]—[…]

VIG0.0%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

SGOVWorst drop0.0%0.2% vol

FPEWorst drop−4.4%4.2% vol

VIGWorst drop−7.9%10.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FPEVIG

−1.6%Year to date+12.1%

6.3%Yield1.5%

−1.0%Past year+14.3%

0.83%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.3B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026