FAD vs VIG

AFAD

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common11.9%FAD and VIG

FAD

VIG

First Trust Multi Cap Growth AlphaDEX Fund · $571MVanguard Dividend Appreciation ETF · $109B

+22.3%3 years · per year$18,311 · $16,775+18.8%

+7.2%5 years · per year$14,149 · $16,638+10.7%

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

0.09%12-mo yield$9 · $146 on $10k1.46%

−15.8%Worst dropSmaller wins−7.9%

21.7%VolatilityLower wins11.0%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFAD · VIG

0.4%LLY4.1%

0.4%APH0.9%

0.4%AMGN1.0%

0.4%AAPL4.9%

Held in common11.9%

End-of-day Nov 9, 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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+3.8%	+9.3%	+11.1%	+22.3%	+7.2%	−15.8%	$571M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	AFAD	First Trust Multi Cap Growth AlphaDEX FundRead Desk	0.63%	0.09%	+3.8%	+9.3%	+11.1%	+22.3%	+7.2%	−15.8%	$571M

End-of-day Nov 9, 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

$14,150

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFADVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield0.09%1.46%

5 years, per year+7.2%+10.7%

3 years, per year+22.3%+18.8%

Worst drop · 1Y−15.8%−7.9%

Volatility · 1Y21.7%11.0%

5–1measures won
VIG first

11.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: FAD, VIG, VUG

Today

26.4%most shared, VIG and VUG

FADVIGVUG

FAD—11.9%16.3%

VIG11.9%—26.4%

VUG16.3%26.4%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

VUG$41 − $3 = $38

FAD$9 − $63 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee