FDIS vs VIG

AFDIS

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FDIS $12,774

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 common3.7%FDIS and VIG

FDIS

VIG

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BVanguard Dividend Appreciation ETF · $109B

+18.2%3 years · per year$16,516 · $17,533+20.6%

+5.0%5 years · per year$12,774 · $17,005+11.2%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

0.73%12-mo yield$73 · $144 on $10k1.44%

−15.5%Worst dropSmaller wins−7.9%

19.4%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · VIG

5.0%HD1.3%

2.8%MCD0.7%

1.8%SBUX0.5%

1.8%LOW0.5%

Held in common3.7%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

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

FDIS vs VIG

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFDISVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield0.73%1.44%

5 years, per year+5.0%+11.2%

3 years, per year+18.2%+20.6%

Worst drop · 1Y−15.5%−7.9%

Volatility · 1Y19.4%10.2%

6–0measures won
VIG first

3.7%

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: FDIS, VIG

Today

3.7%most shared, FDIS and VIG

FDISVIG

FDIS—3.7%

VIG3.7%—

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

FDIS$73 − $8 = $65

KeptFee

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