Compare · 2 funds side by side · dividends reinvested

TDIV and VIG

TDIVFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$21,993TDIV · best of the two

02 / 04

TDIV 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 NASDAQ Technology Dividend Index FundThematic Income · A basket0.50%1.38%+19.6%+15.8%+30.4%+17.1%−16.3%20.8%$4.3B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: TDIV 2012 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Technology Dividend Index Fund · $4.3B$21,993

TDIV

VIG

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

$10,000 five years ago, dividends reinvested · they hold 18.3% in common

TDIVMeasureVIG

+19.6%Year to dateJan 1 → Nov 4+16.4%

+15.8%1 yearTotal return+18.9%

+30.4%3 years · per year$10,000 became $22,150 · $17,533+20.6%

+17.1%5 years · per year$10,000 became $21,993 · $17,005+11.2%

0.50%Expense ratio$50 · $4 a year on $10k · lower is better0.04%

1.38%Trailing 12-mo yield$138 · $144 a year on $10k1.44%

−16.3%Worst dropSmaller is better−7.9%

20.8%VolatilityLower is calmer10.2%

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

3–5VIG wins

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

More Ways to See the Pairs

TDIV vs VIG: Top 5 Holdings

Today

TDIV

40.7%in top 5

VIG

in top 522.1%

TDIVStockVIG

9.7%TXNnot top 5

8.6%IBMnot top 5

8.3%MSFT4.9%

7.3%AVGO4.3%

6.8%ORCLnot top 5

not top 5AAPL4.9%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common18.3%

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

TDIV vs VIG Returns, Every Period

First TrustTDIV

+17.1%

5 years, per year

VIGVanguard

+11.2%

5 years, per year

TDIVVIGFaded: behind in that period

3–1TDIV wins

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

TDIV vs VIG

YTD

First TrustTDIV

+19.6%

VIGVanguard

+16.4%

+19.6%Year to date+16.4%

−16.3%Worst drop · 1Y−7.9%

20.8%Volatility · 1Y10.2%

1.4%Yield1.4%

$4.3BAssets$109B

2–1VIG wins

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

Cost, Income and Risk

Fees: TDIV, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

TDIV0.50%$50

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

Yields: TDIV, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

TDIV1.38%$138

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

TDIV$138 − $50 = $88

KeptFee

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

Overlap: TDIV, VIG

Today

18.3%most shared, TDIV and VIG

TDIVVIG

TDIV—18.3%

VIG18.3%—

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

TDIVWorst drop−16.3%20.8% vol

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

Paid More vs Made More

YTD

VIGTDIV

+16.4%Year to date+19.6%

1.4%Yield1.4%

+18.9%Past year+15.8%

0.04%Fee0.50%

2–1VIG 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