FBT vs VIG

AFBT

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,295FBT · VIG $17,005

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 common1.8%FBT and VIG

FBT

VIG

First Trust NYSE Arca Biotechnology Index Fund · $3.1BVanguard Dividend Appreciation ETF · $109B

+28.5%3 years · per year$21,223 · $17,533+20.6%

+11.6%5 years · per year$17,295 · $17,005+11.2%

0.55%Expense ratio$55 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $144 on $10k1.44%

−14.3%Worst dropSmaller wins−7.9%

21.9%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBT · VIG

3.6%AMGN1.0%

3.6%GILD0.8%

Held in common1.8%

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	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+1.2%	+35.3%	+45.4%	+28.5%	+11.6%	−14.3%	$3.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk		0.55%	0.00%	+1.2%	+35.3%	+45.4%	+28.5%	+11.6%	−14.3%	$3.1B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

FBT vs VIG

FBT

First Trust NYSE Arca Biotechnology Index Fund

$17,295

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFBTVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield0.00%1.44%

5 years, per year+11.6%+11.2%

3 years, per year+28.5%+20.6%

Worst drop · 1Y−14.3%−7.9%

Volatility · 1Y21.9%10.2%

4–2measures won
VIG first

1.8%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FBT, VIG

Today

1.8%most shared, FBT and VIG

FBTVIG

FBT—1.8%

VIG1.8%—

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

FBT$0 − $55 = −$55

KeptFee

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