FBCV vs VIG

AFBCV

BVIG

Measures won4–2FBCV wins · of 6 · 5Y

$10,000 · 5Y$16,861FBCV · SCHD $16,267

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 common23.8%FBCV and VIG

FBCV

VIG

Fidelity Blue Chip Value ETF · $199MVanguard Dividend Appreciation ETF · $109B

+20.0%3 years · per year$17,294 · $16,669+18.6%

+11.0%5 years · per year$16,861 · $16,243+10.2%

0.57%Expense ratio$57 · $4 on $10k · lower wins0.04%

2.30%12-mo yield$230 · $150 on $10k1.50%

−7.1%Worst dropSmaller wins−7.9%

11.1%VolatilityLower wins10.8%

4–2FBCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBCV · VIG

6.0%MSFT4.9%

4.2%AAPL4.9%

3.7%XOM3.0%

2.5%MRK1.6%

Held in common23.8%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

FBCV vs VIG

FBCV

Fidelity Blue Chip Value

$16,861

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFBCVVIG

Fee0.57%0.04%

Cost on $10k a year$57$4

Yield2.30%1.50%

5 years, per year+11.0%+10.2%

3 years, per year+20.0%+18.6%

Worst drop · 1Y−7.1%−7.9%

Volatility · 1Y11.1%10.8%

4–2measures won
FBCV first

23.8%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FBCV, VIG, SCHD

Today

23.8%most shared, FBCV and VIG

FBCVVIGSCHD

FBCV—23.8%9.8%

VIG23.8%—14.5%

SCHD9.8%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

FBCV$230 − $57 = $173

VIG$150 − $4 = $146

KeptFee

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