FAD vs VIG

AFAD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common12.0%FAD and VIG

FAD

VIG

First Trust Multi Cap Growth AlphaDEX Fund · $596MVanguard Dividend Appreciation ETF · $109B

+21.8%3 years · per year$18,091 · $16,669+18.6%

+6.6%5 years · per year$13,775 · $16,243+10.2%

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

0.09%12-mo yield$9 · $150 on $10k1.50%

−15.8%Worst dropSmaller wins−7.9%

21.5%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAD · VIG

0.5%LLY4.1%

0.4%AMGN1.0%

0.4%APH0.9%

0.4%AAPL4.9%

Held in common12.0%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+1.2%	+5.3%	+5.0%	+21.8%	+6.6%	−15.8%	$596M

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

FAD vs VIG

FAD

First Trust Multi Cap Growth AlphaDEX Fund

$13,775

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFADVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield0.09%1.50%

5 years, per year+6.6%+10.2%

3 years, per year+21.8%+18.6%

Worst drop · 1Y−15.8%−7.9%

Volatility · 1Y21.5%10.8%

5–1measures won
VIG first

12.0%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FAD, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FADVIGSCHD

FAD—12.0%2.3%

VIG12.0%—14.5%

SCHD2.3%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FAD$9 − $63 = −$54

KeptFee

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