DVLU vs VIG

ADVLU

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,248DVLU · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common4.3%DVLU and VIG

DVLU

VIG

First Trust Dorsey Wright Momentum & Value ETF · $47MVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,938 · $17,533+20.6%

+11.5%5 years · per year$17,248 · $17,005+11.2%

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

0.78%12-mo yield$78 · $144 on $10k1.44%

−12.2%Worst dropSmaller wins−7.9%

16.1%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsDVLU · VIG

1.3%JPM3.9%

1.1%MS1.0%

2.8%PSX0.5%

1.1%BNY0.4%

Held in common4.3%

End-of-day Nov 4, 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	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADVLU	First Trust Dorsey Wright Momentum & Value ETFRead Desk		0.60%	0.78%	+0.5%	+10.4%	+16.8%	+23.7%	+11.5%	−12.2%	$47M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DVLU vs VIG

DVLU

First Trust Dorsey Wright Momentum & Value

$17,248

VIG

Vanguard Dividend Appreciation

$17,005

MeasureDVLUVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield0.78%1.44%

5 years, per year+11.5%+11.2%

3 years, per year+23.7%+20.6%

Worst drop · 1Y−12.2%−7.9%

Volatility · 1Y16.1%10.2%

4–2measures won
VIG first

4.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: DVLU, VIG

Today

4.3%most shared, DVLU and VIG

DVLUVIG

DVLU—4.3%

VIG4.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

DVLU$78 − $60 = $18

KeptFee

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