Compare · 2 funds side by side · dividends reinvested

FTLS and VIG

FTLSFirst 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

FTLS 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%$109B1.3

First Trust Long/Short Equity ETFUnsorted0.95%0.87%+8.0%+8.1%+14.6%+9.9%−3.8%8.1%$2.6B1.8

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: FTLS 2014 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Long/Short Equity ETF · $2.6B$16,047

FTLS

VIG

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

$10,000 five years ago, dividends reinvested · they hold 31.6% in common

FTLSMeasureVIG

+8.0%Year to dateJan 1 → Nov 4+16.4%

+8.1%1 yearTotal return+18.9%

+14.6%3 years · per year$10,000 became $15,037 · $17,533+20.6%

+9.9%5 years · per year$10,000 became $16,047 · $17,005+11.2%

0.95%Expense ratio$95 · $4 a year on $10k · lower is better0.04%

0.87%Trailing 12-mo yield$87 · $144 a year on $10k1.44%

−3.8%Worst dropSmaller is better−7.9%

8.1%VolatilityLower is calmer10.2%

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

2–6VIG wins

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

More Ways to See the Pairs

FTLS vs VIG: Top 5 Holdings

Today

FTLS

24.9%in top 5

VIG

in top 522.1%

FTLSStockVIG

6.8%NVDAnot top 5

6.4%AAPL4.9%

4.8%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.9%GOOGLnot top 5

not top 5JPM3.9%

3.0%AMZNnot top 5

Held in common31.6%

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

FTLS vs VIG Returns, Every Period

First TrustFTLS

+9.9%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FTLSVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: FTLS vs VIG

YTD

First TrustFTLS

+8.0%

VIGVanguard

+16.4%

+8.0%Year to date+16.4%

−3.8%Worst drop · 1Y−7.9%

8.1%Volatility · 1Y10.2%

0.9%Yield1.4%

$2.6BAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FTLS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FTLS0.95%$95

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

Yields: FTLS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

FTLS0.87%$87

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FTLS$87 − $95 = −$8

KeptFee

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

Overlap: FTLS, VIG

Today

31.6%most shared, FTLS and VIG

FTLSVIG

FTLS—31.6%

VIG31.6%—

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

FTLSWorst drop−3.8%8.1% vol

VIGWorst drop−7.9%10.2% vol

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

Paid More vs Made More

YTD

VIGFTLS

+16.4%Year to date+8.0%

1.4%Yield0.9%

+18.9%Past year+8.1%

0.04%Fee0.95%

4–0VIG 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