Compare · 2 funds side by side · dividends reinvested

FYT and VIG

FYTFirst 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

FYT 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%$109B1.4

First Trust Small Cap Value AlphaDEX FundUS Stock Styles · Small cap0.70%1.78%+30.0%+36.3%+19.7%+9.0%−8.6%16.2%$179M1.6

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: FYT 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Small Cap Value AlphaDEX Fund · $179M$14,794

FYT

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

FYTMeasureVIG

+30.0%Year to dateJan 1 → Nov 5+16.4%

+36.3%1 yearTotal return+18.9%

+19.7%3 years · per year$10,000 became $17,155 · $17,533+20.6%

+9.0%5 years · per year$10,000 became $15,389 · $17,005+11.2%

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

1.78%Trailing 12-mo yield$178 · $144 a year on $10k1.44%

−8.6%Worst dropSmaller is better−7.9%

16.2%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

FYT vs VIG: Top 5 Holdings

Today

FYT

4.0%in top 5

VIG

in top 522.1%

FYTStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

0.8%HOGnot top 5

0.8%ASOnot top 5

0.8%DXCnot top 5

0.8%KSSnot top 5

0.8%GPKnot top 5

Held in common0.4%

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

FYT vs VIG Returns, Every Period

First TrustFYT

+9.0%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

FYTVIGFaded: behind in that period

2–2Level

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

Stocks vs Income: FYT vs VIG

YTD

First TrustFYT

+30.0%

VIGVanguard

+16.4%

+30.0%Year to date+16.4%

−8.6%Worst drop · 1Y−7.9%

16.2%Volatility · 1Y10.2%

1.8%Yield1.4%

$179MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: FYT, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FYT0.70%$70

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

Yields: FYT, VIG

1.78%highest, FYT

FundTrailing yieldYield$10k

FYT1.78%$178

VIG1.44%$144

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FYT$178 − $70 = $108

KeptFee

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

Overlap: FYT, VIG

Today

0.4%most shared, FYT and VIG

FYTVIG

FYT—0.4%

VIG0.4%—

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

Return vs Bumpiness: 2 ETFs

+36.3%FYT, at 16.2% volatility

VIGWorst drop−7.9%10.2% vol

FYTWorst drop−8.6%16.2% vol

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

Paid More vs Made More

YTD

FYTVIG

+30.0%Year to date+16.4%

1.8%Yield1.4%

+36.3%Past year+18.9%

0.70%Fee0.04%

3–1FYT wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026