FAD vs VIG

AFAD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FAD $14,684

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 common11.8%FAD and VIG

FAD

VIG

First Trust Multi Cap Growth AlphaDEX Fund · $591MVanguard Dividend Appreciation ETF · $109B

+24.3%3 years · per year$19,184 · $17,533+20.6%

+8.0%5 years · per year$14,684 · $17,005+11.2%

0.63%Expense ratio$63 · $4 on $10k · lower wins0.04%

0.09%12-mo yield$9 · $144 on $10k1.44%

−12.5%Worst dropSmaller wins−7.9%

20.9%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFAD · VIG

0.5%APH0.9%

0.4%LLY4.1%

0.4%AMGN1.0%

0.4%ADI0.9%

Held in common11.8%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk		0.63%	0.09%	+0.6%	+10.0%	+8.7%	+24.3%	+8.0%	−12.5%	$591M

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

FAD vs VIG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$14,684

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFADVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield0.09%1.44%

5 years, per year+8.0%+11.2%

3 years, per year+24.3%+20.6%

Worst drop · 1Y−12.5%−7.9%

Volatility · 1Y20.9%10.2%

5–1measures won
VIG first

11.8%

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: FAD, VIG

Today

11.8%most shared, FAD and VIG

FADVIG

FAD—11.8%

VIG11.8%—

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

FAD$9 − $63 = −$54

KeptFee

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