Compare · 2 funds side by side · dividends reinvested

FTRI and VIG

FTRIFirst 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

FTRI 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 Indxx Global Natural Resources Income ETFIncome · Dividend stocks0.70%2.06%+10.9%+19.0%+15.3%+10.8%−17.0%19.7%$114M1.8

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: FTRI 2010 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Global Natural Resources Income ETF · $114M$16,689

FTRI

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FTRIMeasureVIG

+10.9%Year to dateJan 1 → Nov 4+16.4%

+19.0%1 yearTotal return+18.9%

+15.3%3 years · per year$10,000 became $15,345 · $17,533+20.6%

+10.8%5 years · per year$10,000 became $16,689 · $17,005+11.2%

0.70%Expense ratio$70 · $4 a year on $10k · lower is better0.04%

2.06%Trailing 12-mo yield$206 · $144 a year on $10k1.44%

−17.0%Worst dropSmaller is better−7.9%

19.7%VolatilityLower is calmer10.2%

FTRIVIG 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

FTRI vs VIG: Top 5 Holdings

Today

FTRI

39.1%in top 5

VIG

in top 522.1%

FTRIStockVIG

11.2%TTE.PAnot top 5

9.2%Bnot top 5

7.3%EOAN.DEnot top 5

6.5%AUnot top 5

not top 5MSFT4.9%

4.9%GFInot top 5

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common0.2%

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

FTRI vs VIG Returns, Every Period

First TrustFTRI

+10.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FTRIVIGFaded: behind in that period

1–3VIG wins

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

FTRI vs VIG

YTD

First TrustFTRI

+10.9%

VIGVanguard

+16.4%

+10.9%Year to date+16.4%

−17.0%Worst drop · 1Y−7.9%

19.7%Volatility · 1Y10.2%

2.1%Yield1.4%

$114MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FTRI, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FTRI0.70%$70

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

Yields: FTRI, VIG

2.06%highest, FTRI

FundTrailing yieldYield$10k

FTRI2.06%$206

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

FTRI$206 − $70 = $136

KeptFee

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

Overlap: FTRI, VIG

Today

0.2%most shared, FTRI and VIG

FTRIVIG

FTRI—0.2%

VIG0.2%—

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

Return vs Bumpiness: 2 ETFs

+19.0%FTRI, at 19.7% volatility

VIGWorst drop−7.9%10.2% vol

FTRIWorst drop−17.0%19.7% vol

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

Paid More vs Made More

YTD

FTRIVIG

+10.9%Year to date+16.4%

2.1%Yield1.4%

+19.0%Past year+18.9%

0.70%Fee0.04%

2–2level

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