Compare · 2 funds side by side · dividends reinvested

HSMV and VIG

HSMVFirst 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

HSMV 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 Small/Mid ETFUnsorted0.80%4.42%+7.0%+9.3%+12.0%+4.2%−9.0%10.6%$6M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: HSMV 2020 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Horizon Managed Volatility Small/Mid ETF · $6M$12,311

HSMV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 1.5% in common

HSMVMeasureVIG

+7.0%Year to dateJan 1 → Nov 4+16.4%

+9.3%1 yearTotal return+18.9%

+12.0%3 years · per year$10,000 became $14,034 · $17,533+20.6%

+4.2%5 years · per year$10,000 became $12,311 · $17,005+11.2%

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

4.42%Trailing 12-mo yield$442 · $144 a year on $10k1.44%

−9.0%Worst dropSmaller is better−7.9%

10.6%VolatilityLower is calmer10.2%

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

1–7VIG wins

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

More Ways to See the Pairs

HSMV vs VIG: Top 5 Holdings

Today

HSMV

9.2%in top 5

VIG

in top 522.1%

HSMVStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

2.2%INGRnot top 5

2.1%DLBnot top 5

1.7%PECOnot top 5

1.6%AMnot top 5

1.6%BCPCnot top 5

Held in common1.5%

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

HSMV vs VIG Returns, Every Period

First TrustHSMV

+4.2%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

HSMVVIGFaded: behind in that period

0–4VIG wins

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

Unsorted vs Income: HSMV vs VIG

YTD

First TrustHSMV

+7.0%

VIGVanguard

+16.4%

+7.0%Year to date+16.4%

−9.0%Worst drop · 1Y−7.9%

10.6%Volatility · 1Y10.2%

4.4%Yield1.4%

$5.5MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: HSMV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

HSMV0.80%$80

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

Yields: HSMV, VIG

4.42%highest, HSMV

FundTrailing yieldYield$10k

HSMV4.42%$442

VIG1.44%$144

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

Income After Fees on $10,000

$362most kept, HSMV

HSMV$442 − $80 = $362

VIG$144 − $4 = $140

KeptFee

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

Overlap: HSMV, VIG

Today

1.5%most shared, HSMV and VIG

HSMVVIG

HSMV—1.5%

VIG1.5%—

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

HSMVWorst drop−9.0%10.6% vol

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

Paid More vs Made More

YTD

HSMVVIG

+7.0%Year to date+16.4%

4.4%Yield1.4%

+9.3%Past year+18.9%

0.80%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%

$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