Compare · 2 funds side by side · dividends reinvested

FXO and VIG

FXOFirst 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

FXO 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 Financials AlphaDEX FundSectors · Financials0.60%2.11%+11.9%+18.2%+25.5%+9.8%−11.7%14.9%$1.1B1.8

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: FXO 2007 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Financials AlphaDEX Fund · $1.1B$15,956

FXO

VIG

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

$10,000 five years ago, dividends reinvested · they hold 5.3% in common

FXOMeasureVIG

+11.9%Year to dateJan 1 → Nov 4+16.4%

+18.2%1 yearTotal return+18.9%

+25.5%3 years · per year$10,000 became $19,753 · $17,533+20.6%

+9.8%5 years · per year$10,000 became $15,956 · $17,005+11.2%

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

2.11%Trailing 12-mo yield$211 · $144 a year on $10k1.44%

−11.7%Worst dropSmaller is better−7.9%

14.9%VolatilityLower is calmer10.2%

FXOVIG 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

FXO vs VIG: Top 5 Holdings

Today

FXO

9.0%in top 5

VIG

in top 522.1%

FXOStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.8%ALLnot top 5

1.8%ACGLnot top 5

1.8%CINFnot top 5

1.8%WTMnot top 5

1.8%EGnot top 5

Held in common5.3%

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

FXO vs VIG Returns, Every Period

First TrustFXO

+9.8%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FXOVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: FXO vs VIG

YTD

First TrustFXO

+11.9%

VIGVanguard

+16.4%

+11.9%Year to date+16.4%

−11.7%Worst drop · 1Y−7.9%

14.9%Volatility · 1Y10.2%

2.1%Yield1.4%

$1.1BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FXO, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FXO0.60%$60

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

Yields: FXO, VIG

2.11%highest, FXO

FundTrailing yieldYield$10k

FXO2.11%$211

VIG1.44%$144

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

Income After Fees on $10,000

$151most kept, FXO

FXO$211 − $60 = $151

VIG$144 − $4 = $140

KeptFee

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

Overlap: FXO, VIG

Today

5.3%most shared, FXO and VIG

FXOVIG

FXO—5.3%

VIG5.3%—

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

VIGWorst drop−7.9%10.2% vol

FXOWorst drop−11.7%14.9% vol

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

Paid More vs Made More

YTD

FXOVIG

+11.9%Year to date+16.4%

2.1%Yield1.4%

+18.2%Past year+18.9%

0.60%Fee0.04%

3–1VIG 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