FDFF vs VYM

AFDFF

BVYM

Measures won0–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,254VYM · VIG $16,638

Lowest cost0.04%VYM · $4 on $10k

Most income2.26%VYM · $226 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common1.8%FDFF and VYM

FDFF

VYM

Fidelity Disruptive Finance ETF · $44MVanguard High Dividend Yield ETF · $78.9B

+15.9%3 years · per year$15,555 · $17,150+19.7%

[…]5 years · per year[…] · $17,254+11.5%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.94%12-mo yield$94 · $226 on $10k2.26%

−18.1%Worst dropSmaller wins−6.7%

19.8%VolatilityLower wins10.8%

0–5VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · VYM

10.2%BLK0.7%

5.3%COF0.5%

3.7%APO0.2%

1.1%MSCI0.2%

Held in common1.8%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

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	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.26%	+2.3%	+15.4%	+19.5%	+19.7%	+11.5%	−6.7%	$78.9B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

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

FDFF vs VYM

FDFF

Fidelity Disruptive Finance

[…]

VYM

Vanguard High Dividend Yield

$17,254

MeasureFDFFVYM

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.94%2.26%

5 years, per year[…]+11.5%

3 years, per year+15.9%+19.7%

Worst drop · 1Y−18.1%−6.7%

Volatility · 1Y19.8%10.8%

5–0measures won
VYM first

1.8%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDFF, VYM, VIG

Today

60.6%most shared, VYM and VIG

FDFFVYMVIG

FDFF—1.8%5.9%

VYM1.8%—60.6%

VIG5.9%60.6%—

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

Income After Fees on $10,000

$222most kept, VYM

VYM$226 − $4 = $222

VIG$146 − $4 = $142

FDFF$94 − $50 = $44

KeptFee

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