FDTS vs VIG

AFDTS

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FDTS $16,791

Lowest cost0.04%VIG · $4 on $10k

Most income2.69%FDTS · $269 on $10k

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

Held in common0.0%FDTS and VIG

FDTS

VIG

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MVanguard Dividend Appreciation ETF · $109B

+26.5%3 years · per year$20,260 · $17,533+20.6%

+10.9%5 years · per year$16,791 · $17,005+11.2%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

2.69%12-mo yield$269 · $144 on $10k1.44%

−13.1%Worst dropSmaller wins−7.9%

19.8%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTS · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk		0.80%	2.69%	+1.2%	+18.2%	+24.6%	+26.5%	+10.9%	−13.1%	$13M

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	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk		0.80%	2.69%	+1.2%	+18.2%	+24.6%	+26.5%	+10.9%	−13.1%	$13M

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

FDTS vs VIG

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,791

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFDTSVIG

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield2.69%1.44%

5 years, per year+10.9%+11.2%

3 years, per year+26.5%+20.6%

Worst drop · 1Y−13.1%−7.9%

Volatility · 1Y19.8%10.2%

4–2measures won
VIG first

0.0%

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: FDTS, VIG

Today

0.0%most shared, FDTS and VIG

FDTSVIG

FDTS—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$189most kept, FDTS

FDTS$269 − $80 = $189

VIG$144 − $4 = $140

KeptFee

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