Compare · 2 funds side by side · dividends reinvested

FXN and VIG

FXNFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,547FXN · best of the two

02 / 04

FXN and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.83%+41.1%+46.2%+12.8%+15.5%−13.4%24.1%$388M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.5

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: FXN 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Energy AlphaDEX Fund · $388M$20,547

FXN

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

FXNMeasureVIG

+41.1%Year to dateJan 1 → Nov 4+16.4%

+46.2%1 yearTotal return+18.9%

+12.8%3 years · per year$10,000 became $14,346 · $17,533+20.6%

+15.5%5 years · per year$10,000 became $20,547 · $17,005+11.2%

0.63%Expense ratio$63 · $4 a year on $10k · lower is better0.04%

1.83%Trailing 12-mo yield$183 · $144 a year on $10k1.44%

−13.4%Worst dropSmaller is better−7.9%

24.1%VolatilityLower is calmer10.2%

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

4–4Level

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

More Ways to See the Pairs

FXN vs VIG: Top 5 Holdings

Today

FXN

22.3%in top 5

VIG

in top 522.1%

FXNStockVIG

5.5%RRCnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

4.5%ARnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

4.1%MPCnot top 5

4.1%CHRDnot top 5

4.1%EXEnot top 5

not top 5JPM3.9%

Held in common3.1%

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

FXN vs VIG Returns, Every Period

First TrustFXN

+15.5%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FXNVIGFaded: behind in that period

3–1FXN wins

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

Sector vs Income: FXN vs VIG

YTD

First TrustFXN

+41.1%

VIGVanguard

+16.4%

+41.1%Year to date+16.4%

−13.4%Worst drop · 1Y−7.9%

24.1%Volatility · 1Y10.2%

1.8%Yield1.4%

$388MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FXN, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FXN0.63%$63

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

Yields: FXN, VIG

1.83%highest, FXN

FundTrailing yieldYield$10k

FXN1.83%$183

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

FXN$183 − $63 = $120

KeptFee

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

Overlap: FXN, VIG

Today

3.1%most shared, FXN and VIG

FXNVIG

FXN—3.1%

VIG3.1%—

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

Return vs Bumpiness: 2 ETFs

+46.2%FXN, at 24.1% volatility

VIGWorst drop−7.9%10.2% vol

FXNWorst drop−13.4%24.1% vol

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

Paid More vs Made More

YTD

FXNVIG

+41.1%Year to date+16.4%

1.8%Yield1.4%

+46.2%Past year+18.9%

0.63%Fee0.04%

3–1FXN 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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026