Compare · 2 funds side by side · dividends reinvested

FXL and VIG

FXLFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

FXL and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.3

First Trust Technology AlphaDEX FundSectors · Technology0.60%0.00%+16.0%+14.5%+22.8%+8.5%−15.3%27.8%$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 5, 2026 · returns include dividends · since: FXL 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Technology AlphaDEX Fund · $2.6B$15,005

FXL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

FXLMeasureVIG

+16.0%Year to dateJan 1 → Nov 5+12.5%

+14.5%1 yearTotal return+15.2%

+22.8%3 years · per year$10,000 became $18,527 · $16,814+18.9%

+8.5%5 years · per year$10,000 became $15,005 · $16,331+10.3%

0.60%Expense ratio$60 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $149 a year on $10k1.49%

−15.3%Worst dropSmaller is better−7.9%

27.8%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

FXL vs VIG: Top 5 Holdings

Today

FXL

9.5%in top 5

VIG

in top 522.1%

FXLStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.0%EPAMnot top 5

1.9%NIQnot top 5

1.9%MBGLnot top 5

1.8%CTSHnot top 5

1.8%ROPnot top 5

Held in common8.0%

End-of-day Nov 5, 2026 · share of each fund

FXL vs VIG Returns, Every Period

First TrustFXL

+8.5%

5 years, per year

VIGVanguard

+10.3%

5 years, per year

FXLVIGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Income: FXL vs VIG

YTD

First TrustFXL

+16.0%

VIGVanguard

+12.5%

+16.0%Year to date+12.5%

−15.3%Worst drop · 1Y−7.9%

27.8%Volatility · 1Y10.8%

0.0%Yield1.5%

$2.6BAssets$109B

3–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXL, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FXL0.60%$60

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FXL, VIG

1.49%highest, VIG

FundTrailing yieldYield$10k

VIG1.49%$149

FXL0.00%$0

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FXL$0 − $60 = −$60

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FXL, VIG

Today

8.0%most shared, FXL and VIG

FXLVIG

FXL—8.0%

VIG8.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.2%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FXLWorst drop−15.3%27.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGFXL

+12.5%Year to date+16.0%

1.5%Yield0.0%

+15.2%Past year+14.5%

0.04%Fee0.60%

3–1VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026