Compare · 2 funds side by side · dividends reinvested

FTA and VIG

FTAFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,450FTA · best of the two

02 / 04

FTA and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Large Cap Value AlphaDEX FundUS Stock Styles · Value0.58%1.66%+23.9%+30.4%+21.7%+11.8%−8.1%11.4%$1.5B1.4

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FTA 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Large Cap Value AlphaDEX Fund · $1.5B$17,450

FTA

VIG

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

$10,000 five years ago, dividends reinvested · they hold 11.8% in common

FTAMeasureVIG

+23.9%Year to dateJan 1 → Nov 4+16.4%

+30.4%1 yearTotal return+18.9%

+21.7%3 years · per year$10,000 became $18,005 · $17,533+20.6%

+11.8%5 years · per year$10,000 became $17,450 · $17,005+11.2%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

1.66%Trailing 12-mo yield$166 · $144 a year on $10k1.44%

−8.1%Worst dropSmaller is better−7.9%

11.4%VolatilityLower is calmer10.2%

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

5–3FTA wins

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

More Ways to See the Pairs

FTA vs VIG: Top 5 Holdings

Today

FTA

5.0%in top 5

VIG

in top 522.1%

FTAStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.1%FISVnot top 5

1.0%STZnot top 5

1.0%GPNnot top 5

1.0%CCLnot top 5

1.0%FISnot top 5

Held in common11.8%

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

FTA vs VIG Returns, Every Period

First TrustFTA

+11.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FTAVIGFaded: behind in that period

4–0FTA wins

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

Stocks vs Income: FTA vs VIG

YTD

First TrustFTA

+23.9%

VIGVanguard

+16.4%

+23.9%Year to date+16.4%

−8.1%Worst drop · 1Y−7.9%

11.4%Volatility · 1Y10.2%

1.7%Yield1.4%

$1.5BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FTA, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FTA0.58%$58

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

Yields: FTA, VIG

1.66%highest, FTA

FundTrailing yieldYield$10k

FTA1.66%$166

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

FTA$166 − $58 = $108

KeptFee

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

Overlap: FTA, VIG

Today

11.8%most shared, FTA and VIG

FTAVIG

FTA—11.8%

VIG11.8%—

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

Return vs Bumpiness: 2 ETFs

+30.4%FTA, at 11.4% volatility

VIGWorst drop−7.9%10.2% vol

FTAWorst drop−8.1%11.4% vol

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

Paid More vs Made More

YTD

FTAVIG

+23.9%Year to date+16.4%

1.7%Yield1.4%

+30.4%Past year+18.9%

0.58%Fee0.04%

3–1FTA 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