Compare · 2 funds side by side · dividends reinvested

VIG and FNCL

VIGVanguard×FNCLFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,243VIG · best of the two

02 / 04

VIG and FNCL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.3

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: VIG 2006 · FNCL 2013

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,243

VIG

FNCL

Fidelity MSCI Financials Index ETF · $2.3B$15,379

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

VIGMeasureFNCL

+12.1%Year to dateJan 1 → Nov 6+5.2%

+14.3%1 yearTotal return+10.2%

+18.6%3 years · per year$10,000 became $16,669 · $18,650+23.1%

+10.2%5 years · per year$10,000 became $16,243 · $15,379+9.0%

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

1.50%Trailing 12-mo yield$150 · $160 a year on $10k1.60%

−7.9%Worst dropSmaller is better−14.8%

10.8%VolatilityLower is calmer15.3%

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

6–2VIG wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VIG vs FNCL: Top 5 Holdings

Today

VIG

22.1%in top 5

FNCL

in top 536.2%

VIGStockFNCL

3.9%JPM10.0%

not top 5BRK-B9.0%

not top 5V7.8%

not top 5MA5.9%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5BAC3.6%

Held in common20.2%

End-of-day Nov 6, 2026 · share of each fund

VIG vs FNCL Returns, Every Period

VanguardVIG

+10.2%

5 years, per year

FNCLFidelity

+9.0%

5 years, per year

VIGFNCLFaded: behind in that period

3–1VIG wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Income vs Sector: VIG vs FNCL

YTD

VanguardVIG

+12.1%

FNCLFidelity

+5.2%

+12.1%Year to date+5.2%

−7.9%Worst drop · 1Y−14.8%

10.8%Volatility · 1Y15.3%

1.5%Yield1.6%

$109BAssets$2.3B

3–1VIG wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VIG, FNCL

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FNCL0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VIG, FNCL

1.60%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.60%$160

VIG1.50%$150

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VIG, FNCL

Today

20.2%most shared, VIG and FNCL

VIGFNCL

VIG—20.2%

FNCL20.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FNCLWorst drop−14.8%15.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FNCLVIG

+5.2%Year to date+12.1%

1.6%Yield1.5%

+10.2%Past year+14.3%

0.08%Fee0.04%

3–1VIG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026