FDRR vs VIG

AFDRR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,494FDRR · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.09%FDRR · $209 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common39.2%FDRR and VIG

FDRR

VIG

Fidelity Dividend ETF for Rising Rates · $749MVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,477 · $16,814+18.9%

+11.8%5 years · per year$17,494 · $16,331+10.3%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

2.09%12-mo yield$209 · $149 on $10k1.49%

−8.5%Worst dropSmaller wins−7.9%

12.1%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · VIG

7.1%MSFT4.9%

8.5%AAPL4.9%

3.2%AVGO4.3%

2.4%LLY4.1%

Held in common39.2%

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

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$749M
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

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDRR	Fidelity Dividend ETF for Rising RatesRead Desk		0.15%	2.09%	−3.8%	+11.2%	+15.3%	+22.7%	+11.8%	−8.5%	$749M
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

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

FDRR vs VIG

FDRR

Fidelity Dividend ETF for Rising Rates

$17,494

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFDRRVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield2.09%1.49%

5 years, per year+11.8%+10.3%

3 years, per year+22.7%+18.9%

Worst drop · 1Y−8.5%−7.9%

Volatility · 1Y12.1%10.8%

3–3measures won
level

39.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDRR, VIG

Today

39.2%most shared, FDRR and VIG

FDRRVIG

FDRR—39.2%

VIG39.2%—

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

Income After Fees on $10,000

$194most kept, FDRR

FDRR$209 − $15 = $194

VIG$149 − $4 = $145

KeptFee

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