FDRR vs VYM

AFDRR

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$17,473FDRR · VYM $16,941

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

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

Held in common39.8%FDRR and VYM

FDRR

VYM

Fidelity Dividend ETF for Rising Rates · $762MVanguard High Dividend Yield ETF · $78.9B

+22.3%3 years · per year$18,309 · $17,107+19.6%

+11.8%5 years · per year$17,473 · $16,941+11.1%

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

2.10%12-mo yield$210 · $231 on $10k2.31%

−8.5%Worst dropSmaller wins−6.7%

12.1%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDRR · VYM

2.9%AVGO6.9%

2.1%JPM3.8%

1.7%JNJ2.7%

1.7%CSCO1.8%

Held in common39.8%

End-of-day Nov 6, 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%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 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%	2.10%	−0.2%	+11.0%	+14.4%	+22.3%	+11.8%	−8.5%	$762M
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDRR vs VYM

FDRR

Fidelity Dividend ETF for Rising Rates

$17,473

VYM

Vanguard High Dividend Yield

$16,941

MeasureFDRRVYM

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield2.10%2.31%

5 years, per year+11.8%+11.1%

3 years, per year+22.3%+19.6%

Worst drop · 1Y−8.5%−6.7%

Volatility · 1Y12.1%10.6%

4–2measures won
VYM first

39.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDRR, VYM

Today

39.8%most shared, FDRR and VYM

FDRRVYM

FDRR—39.8%

VYM39.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FDRR$210 − $15 = $195

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee