Compare · 2 funds side by side · dividends reinvested

VIG and FVD

VIGVanguard×FVDFirst Trust×

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

VIG and FVD, 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%$109B1.3

First Trust Value Line Dividend Index FundIncome · Dividend stocks0.62%2.16%+14.9%+18.5%+15.3%+7.4%−7.6%10.7%$8.1B1.8

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

End-of-day Nov 4, 2026 · returns include dividends · since: VIG 2006 · FVD 2003

Head to Head

Swap sides Versus in desk

Head to Head

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

VIG

FVD

First Trust Value Line Dividend Index Fund · $8.1B$14,259

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

VIGMeasureFVD

+16.4%Year to dateJan 1 → Nov 4+14.9%

+18.9%1 yearTotal return+18.5%

+20.6%3 years · per year$10,000 became $17,533 · $15,339+15.3%

+11.2%5 years · per year$10,000 became $17,005 · $14,259+7.4%

0.04%Expense ratio$4 · $62 a year on $10k · lower is better0.62%

1.44%Trailing 12-mo yield$144 · $216 a year on $10k2.16%

−7.9%Worst dropSmaller is better−7.6%

10.2%VolatilityLower is calmer10.7%

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

6–2VIG wins

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

More Ways to See the Pairs

VIG vs FVD: Top 5 Holdings

Today

VIG

22.1%in top 5

FVD

in top 52.5%

VIGStockFVD

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5KMB0.7%

not top 5ATR0.5%

not top 5PPG0.5%

not top 5LECO0.4%

not top 5AON0.4%

Held in common25.2%

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

VIG vs FVD Returns, Every Period

VanguardVIG

+11.2%

5 years, per year

FVDFirst Trust

+7.4%

5 years, per year

VIGFVDFaded: behind in that period

4–0VIG wins

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

VIG vs FVD

YTD

VanguardVIG

+16.4%

FVDFirst Trust

+14.9%

+16.4%Year to date+14.9%

−7.9%Worst drop · 1Y−7.6%

10.2%Volatility · 1Y10.7%

1.4%Yield2.2%

$109BAssets$8.1B

2–2level

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

Cost, Income and Risk

Fees: VIG, FVD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FVD0.62%$62

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

Yields: VIG, FVD

2.16%highest, FVD

FundTrailing yieldYield$10k

FVD2.16%$216

VIG1.44%$144

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

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

VIG$144 − $4 = $140

KeptFee

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

Overlap: VIG, FVD

Today

25.2%most shared, VIG and FVD

VIGFVD

VIG—25.2%

FVD25.2%—

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

FVDWorst drop−7.6%10.7% vol

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

Paid More vs Made More

YTD

FVDVIG

+14.9%Year to date+16.4%

2.2%Yield1.4%

+18.5%Past year+18.9%

0.62%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