Compare · 2 funds side by side · dividends reinvested

SDVD and VIG

SDVDFirst 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

SDVD 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

FT Vest SMID Rising Dividend Achievers Target Income ETFIncome · Premium income0.85%8.90%+15.0%+18.7%+19.3%[…]−8.9%14.1%$903M1.9

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: SDVD 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

FT Vest SMID Rising Dividend Achievers Target Income ETF · $903M[…]

SDVD

VIG

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

$10,000 five years ago, dividends reinvested · they hold 3.9% in common

SDVDMeasureVIG

+15.0%Year to dateJan 1 → Nov 4+16.4%

+18.7%1 yearTotal return+18.9%

+19.3%3 years · per year$10,000 became $16,976 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.85%Expense ratio$85 · $4 a year on $10k · lower is better0.04%

8.90%Trailing 12-mo yield$890 · $144 a year on $10k1.44%

−8.9%Worst dropSmaller is better−7.9%

14.1%VolatilityLower is calmer10.2%

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

1–6VIG wins

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

More Ways to See the Pairs

SDVD vs VIG: Top 5 Holdings

Today

SDVD

5.3%in top 5

VIG

in top 522.1%

SDVDStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.1%THGnot top 5

1.1%RGAnot top 5

1.1%WSMnot top 5

1.0%VLTOnot top 5

1.0%AIZnot top 5

Held in common3.9%

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

SDVD vs VIG Returns, Every Period

First TrustSDVD

+18.7%

past year

VIGVanguard

+18.9%

past year

SDVDVIGFaded: behind in that period

0–3VIG wins

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

SDVD vs VIG

YTD

First TrustSDVD

+15.0%

VIGVanguard

+16.4%

+15.0%Year to date+16.4%

−8.9%Worst drop · 1Y−7.9%

14.1%Volatility · 1Y10.2%

8.9%Yield1.4%

$903MAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: SDVD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SDVD0.85%$85

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

Yields: SDVD, VIG

8.90%highest, SDVD

FundTrailing yieldYield$10k

SDVD8.90%$890

VIG1.44%$144

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

Income After Fees on $10,000

$805most kept, SDVD

SDVD$890 − $85 = $805

VIG$144 − $4 = $140

KeptFee

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

Overlap: SDVD, VIG

Today

3.9%most shared, SDVD and VIG

SDVDVIG

SDVD—3.9%

VIG3.9%—

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

SDVDWorst drop−8.9%14.1% vol

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

Paid More vs Made More

YTD

SDVDVIG

+15.0%Year to date+16.4%

8.9%Yield1.4%

+18.7%Past year+18.9%

0.85%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