Compare · 2 funds side by side · dividends reinvested

HDMV and VIG

HDMVFirst 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

HDMV 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%$109B1.1

First Trust Horizon Managed Volatility Developed International ETFInternational · Developed0.80%4.53%+13.5%+17.3%+18.5%+8.1%−8.8%12.3%$15M1.9

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: HDMV 2016 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Horizon Managed Volatility Developed International ETF · $15M$14,558

HDMV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

HDMVMeasureVIG

+13.5%Year to dateJan 1 → Nov 5+16.4%

+17.3%1 yearTotal return+18.9%

+18.5%3 years · per year$10,000 became $16,634 · $17,533+20.6%

+8.1%5 years · per year$10,000 became $14,795 · $17,005+11.2%

0.80%Expense ratio$80 · $4 a year on $10k · lower is better0.04%

4.53%Trailing 12-mo yield$453 · $144 a year on $10k1.44%

−8.8%Worst dropSmaller is better−7.9%

12.3%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

HDMV vs VIG: Top 5 Holdings

Today

HDMV

9.4%in top 5

VIG

in top 522.1%

HDMVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.1%0002.HKnot top 5

2.0%TRYG.COnot top 5

1.8%GBLB.BRnot top 5

1.7%IBE.MCnot top 5

1.7%0003.HKnot top 5

Held in common0.0%

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

HDMV vs VIG Returns, Every Period

First TrustHDMV

+8.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

HDMVVIGFaded: behind in that period

0–4VIG wins

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

International vs Income: HDMV vs VIG

YTD

First TrustHDMV

+13.5%

VIGVanguard

+16.4%

+13.5%Year to date+16.4%

−8.8%Worst drop · 1Y−7.9%

12.3%Volatility · 1Y10.2%

4.5%Yield1.4%

$15.1MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: HDMV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HDMV0.80%$80

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

Yields: HDMV, VIG

4.53%highest, HDMV

FundTrailing yieldYield$10k

HDMV4.53%$453

VIG1.44%$144

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

Income After Fees on $10,000

$373most kept, HDMV

HDMV$453 − $80 = $373

VIG$144 − $4 = $140

KeptFee

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

Overlap: HDMV, VIG

Today

0.0%most shared, HDMV and VIG

HDMVVIG

HDMV—0.0%

VIG0.0%—

End-of-day Nov 5, 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

HDMVWorst drop−8.8%12.3% vol

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

Paid More vs Made More

YTD

HDMVVIG

+13.5%Year to date+16.4%

4.5%Yield1.4%

+17.3%Past year+18.9%

0.80%Fee0.04%

3–1VIG 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