Compare · 2 funds side by side · dividends reinvested

FPE and VIG

FPEFirst 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

FPE 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%$109B1.4

First Trust Preferred Securities and Income ETFIncome · Dividend stocks0.83%6.37%−2.1%−1.7%+9.4%+2.1%−4.4%4.0%$5.8B1.6

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: FPE 2013 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Preferred Securities and Income ETF · $5.8B$11,068

FPE

VIG

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

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

FPEMeasureVIG

−2.1%Year to dateJan 1 → Nov 3+14.0%

−1.7%1 yearTotal return+15.9%

+9.4%3 years · per year$10,000 became $13,099 · $17,369+20.2%

+2.1%5 years · per year$10,000 became $11,068 · $16,495+10.5%

0.83%Expense ratio$83 · $4 a year on $10k · lower is better0.04%

6.37%Trailing 12-mo yield$637 · $147 a year on $10k1.47%

−4.4%Worst dropSmaller is better−7.9%

4.0%VolatilityLower is calmer10.0%

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

3–5VIG wins

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

More Ways to See the Pairs

FPE vs VIG: Top 5 Holdings

Today

FPE

5.9%in top 5

VIG

in top 522.1%

FPEStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

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 common0.0%

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

FPE vs VIG Returns, Every Period

First TrustFPE

+2.1%

5 years, per year

VIGVanguard

+10.5%

5 years, per year

FPEVIGFaded: behind in that period

0–4VIG wins

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

FPE vs VIG

YTD

First TrustFPE

−2.1%

VIGVanguard

+14.0%

−2.1%Year to date+14.0%

−4.4%Worst drop · 1Y−7.9%

4.0%Volatility · 1Y10.0%

6.4%Yield1.5%

$5.8BAssets$109B

3–1FPE wins

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

Cost, Income and Risk

Fees: FPE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FPE0.83%$83

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

Yields: FPE, VIG

6.37%highest, FPE

FundTrailing yieldYield$10k

FPE6.37%$637

VIG1.47%$147

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

Income After Fees on $10,000

$554most kept, FPE

FPE$637 − $83 = $554

VIG$147 − $4 = $143

KeptFee

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

Overlap: FPE, VIG

Today

0.0%most shared, FPE and VIG

FPEVIG

FPE—0.0%

VIG0.0%—

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

FPEWorst drop−4.4%4.0% vol

VIGWorst drop−7.9%10.0% vol

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

Paid More vs Made More

YTD

FPEVIG

−2.1%Year to date+14.0%

6.4%Yield1.5%

−1.7%Past year+15.9%

0.83%Fee0.04%

3–1VIG 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