FBT vs VIG

AFBT

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · 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

+26.2%3 years · per year$20,098 · $16,814+18.9%

+10.0%5 years · per year$16,141 · $16,331+10.3%

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

0.00%12-mo yield$0 · $149 on $10k1.49%

−14.3%Worst dropSmaller wins−7.9%

22.5%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBT · VIG

3.7%AMGN1.0%

3.7%GILD0.8%

Held in common1.8%

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk	0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B

End-of-day Nov 5, 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%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	AFBT	First Trust NYSE Arca Biotechnology Index FundRead Desk	0.55%	0.00%	−5.0%	+28.5%	+39.6%	+26.2%	+10.0%	−14.3%	$3.1B

End-of-day Nov 5, 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

$16,141

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFBTVIG

Fee0.55%0.04%

Cost on $10k a year$55$4

Yield0.00%1.49%

5 years, per year+10.0%+10.3%

3 years, per year+26.2%+18.9%

Worst drop · 1Y−14.3%−7.9%

Volatility · 1Y22.5%10.8%

5–1measures won
VIG first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FBT, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FBTVIGSCHD

FBT—1.8%3.7%

VIG1.8%—14.5%

SCHD3.7%14.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FBT$0 − $55 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee