DDIV vs VIG

ADDIV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · DDIV $15,340

Lowest cost0.04%VIG · $4 on $10k

Most income1.66%DDIV · $166 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common9.9%DDIV and VIG

DDIV

VIG

First Trust Dorsey Wright Momentum & Dividend ETF · $73MVanguard Dividend Appreciation ETF · $109B

+20.6%3 years · per year$17,554 · $16,669+18.6%

+8.9%5 years · per year$15,340 · $16,243+10.2%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.66%12-mo yield$166 · $150 on $10k1.50%

−11.3%Worst dropSmaller wins−7.9%

14.8%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDDIV · VIG

2.3%JPM3.9%

2.9%MRK1.6%

3.3%AMGN1.0%

1.0%CSCO1.9%

Held in common9.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	ADDIV	First Trust Dorsey Wright Momentum & Dividend ETFRead Desk		0.60%	1.66%	0.0%	+8.3%	+14.9%	+20.6%	+8.9%	−11.3%	$73M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DDIV vs VIG

DDIV

First Trust Dorsey Wright Momentum & Dividend

$15,340

VIG

Vanguard Dividend Appreciation

$16,243

MeasureDDIVVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.66%1.50%

5 years, per year+8.9%+10.2%

3 years, per year+20.6%+18.6%

Worst drop · 1Y−11.3%−7.9%

Volatility · 1Y14.8%10.8%

4–2measures won
VIG first

9.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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%

$44.9BAssets$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

Overlap: DDIV, VIG

Today

9.9%most shared, DDIV and VIG

DDIVVIG

DDIV—9.9%

VIG9.9%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

DDIV$166 − $60 = $106

KeptFee

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