Compare · 2 funds side by side · dividends reinvested

FSZ and VIG

FSZFirst Trust×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

FSZ 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%$109B1.1

First Trust Switzerland AlphaDEX FundInternational · Region & country0.80%1.93%+7.4%+12.7%+17.2%+6.5%−10.4%14.7%$37M1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSZ 2012 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Switzerland AlphaDEX Fund · $37M$13,731

FSZ

VIG

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

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

FSZMeasureVIG

+7.4%Year to dateJan 1 → Nov 4+16.4%

+12.7%1 yearTotal return+18.9%

+17.2%3 years · per year$10,000 became $16,101 · $17,533+20.6%

+6.5%5 years · per year$10,000 became $13,731 · $17,005+11.2%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

1.93%Trailing 12-mo yield$193 · $144 a year on $10k1.44%

−10.4%Worst dropSmaller is better−7.9%

14.7%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

FSZ vs VIG: Top 5 Holdings

Today

FSZ

23.0%in top 5

VIG

in top 522.1%

FSZStockVIG

5.6%SUN.SWnot top 5

not top 5MSFT4.9%

4.9%SREN.SWnot top 5

not top 5AAPL4.9%

4.6%SDZ.SWnot top 5

not top 5AVGO4.3%

4.1%VONN.SWnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

3.7%BKW.SWnot top 5

Held in common0.0%

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

FSZ vs VIG Returns, Every Period

First TrustFSZ

+6.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FSZVIGFaded: behind in that period

0–4VIG wins

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

International vs Income: FSZ vs VIG

YTD

First TrustFSZ

+7.4%

VIGVanguard

+16.4%

+7.4%Year to date+16.4%

−10.4%Worst drop · 1Y−7.9%

14.7%Volatility · 1Y10.2%

1.9%Yield1.4%

$37.5MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FSZ, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FSZ0.80%$80

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

Yields: FSZ, VIG

1.93%highest, FSZ

FundTrailing yieldYield$10k

FSZ1.93%$193

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FSZ$193 − $80 = $113

KeptFee

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

Overlap: FSZ, VIG

Today

0.0%most shared, FSZ and VIG

FSZVIG

FSZ—0.0%

VIG0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

FSZWorst drop−10.4%14.7% vol

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

Paid More vs Made More

YTD

FSZVIG

+7.4%Year to date+16.4%

1.9%Yield1.4%

+12.7%Past year+18.9%

0.80%Fee0.04%

3–1VIG 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