FAB vs VIG

AFAB

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FAB $16,051

Lowest cost0.04%VIG · $4 on $10k

Most income1.65%FAB · $165 on $10k

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

Held in common11.1%FAB and VIG

FAB

VIG

First Trust Multi Cap Value AlphaDEX Fund · $169MVanguard Dividend Appreciation ETF · $109B

+19.1%3 years · per year$16,890 · $16,814+18.9%

+9.9%5 years · per year$16,051 · $16,331+10.3%

0.66%Expense ratio$66 · $4 on $10k · lower wins0.04%

1.65%12-mo yield$165 · $149 on $10k1.49%

−8.2%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAB · VIG

0.4%CB0.5%

0.3%ACN0.5%

0.4%TRV0.3%

0.4%HON0.3%

Held in common11.1%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFAB	First Trust Multi Cap Value AlphaDEX FundRead Desk		0.66%	1.65%	−2.0%	+21.2%	+27.8%	+19.1%	+9.9%	−8.2%	$169M

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

Cards for this view

FAB vs VIG

FAB

First Trust Multi Cap Value AlphaDEX Fund

$16,051

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFABVIG

Fee0.66%0.04%

Cost on $10k a year$66$4

Yield1.65%1.49%

5 years, per year+9.9%+10.3%

3 years, per year+19.1%+18.9%

Worst drop · 1Y−8.2%−7.9%

Volatility · 1Y12.7%10.8%

4–2measures won
VIG first

11.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FAB, VIG

Today

11.1%most shared, FAB and VIG

FABVIG

FAB—11.1%

VIG11.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FAB$165 − $66 = $99

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee