Compare · 2 funds side by side · dividends reinvested

FVD and VIG

FVDFirst 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

FVD 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%$109B1.3

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.20%+12.4%+15.6%+14.9%+6.7%−7.6%10.5%$8.2B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: FVD 2003 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

FVD

First Trust Value Line Dividend Index Fund · $8.2B$13,819

$10,000 five years ago, dividends reinvested · they hold 25.3% in common

VIGMeasureFVD

+14.0%Year to dateJan 1 → Nov 3+12.4%

+15.9%1 yearTotal return+15.6%

+20.2%3 years · per year$10,000 became $17,369 · $15,150+14.9%

+10.5%5 years · per year$10,000 became $16,495 · $13,819+6.7%

0.04%Expense ratio$4 · $62 a year on $10k · lower is better0.62%

1.47%Trailing 12-mo yield$147 · $220 a year on $10k2.20%

−7.9%Worst dropSmaller is better−7.6%

10.0%VolatilityLower is calmer10.5%

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

6–2VIG wins

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

More Ways to See the Pairs

VIG vs FVD: Top 5 Holdings

Today

VIG

22.1%in top 5

FVD

in top 52.2%

VIGStockFVD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5PPG0.4%

not top 5AZN0.4%

not top 5ATR0.4%

not top 5GILD0.4%

not top 5LECO0.4%

Held in common25.3%

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

VIG vs FVD Returns, Every Period

VanguardVIG

+10.5%

5 years, per year

FVDFirst Trust

+6.7%

5 years, per year

VIGFVDFaded: behind in that period

4–0VIG wins

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

VIG vs FVD

YTD

VanguardVIG

+14.0%

FVDFirst Trust

+12.4%

+14.0%Year to date+12.4%

−7.9%Worst drop · 1Y−7.6%

10.0%Volatility · 1Y10.5%

1.5%Yield2.2%

$109BAssets$8.2B

2–2level

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

Cost, Income and Risk

Fees: FVD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FVD0.62%$62

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

Yields: FVD, VIG

2.20%highest, FVD

FundTrailing yieldYield$10k

FVD2.20%$220

VIG1.47%$147

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

Income After Fees on $10,000

$158most kept, FVD

FVD$220 − $62 = $158

VIG$147 − $4 = $143

KeptFee

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

Overlap: FVD, VIG

Today

25.3%most shared, FVD and VIG

FVDVIG

FVD—25.3%

VIG25.3%—

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

VIGWorst drop−7.9%10.0% vol

FVDWorst drop−7.6%10.5% vol

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

Paid More vs Made More

YTD

FVDVIG

+12.4%Year to date+14.0%

2.2%Yield1.5%

+15.6%Past year+15.9%

0.62%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