FESM vs VIG

AFESM

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

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 common0.5%FESM and VIG

FESM

VIG

Fidelity Enhanced Small Cap ETF · $6.4BVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.28%Expense ratio$28 · $4 on $10k · lower wins0.04%

0.85%12-mo yield$85 · $144 on $10k1.44%

−10.2%Worst dropSmaller wins−7.9%

18.0%VolatilityLower wins10.2%

0–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFESM · VIG

0.2%AIT0.1%

0.0%ENSG0.0%

0.0%PB0.0%

0.1%TXNM0.0%

Held in common0.5%

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	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

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	AFESM	Fidelity Enhanced Small Cap ETFRead Desk		0.28%	0.85%	+1.4%	+23.2%	+25.5%	new	new	−10.2%	$6.4B

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

FESM vs VIG

FESM

Fidelity Enhanced Small Cap

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFESMVIG

Fee0.28%0.04%

Cost on $10k a year$28$4

Yield0.85%1.44%

5 years, per year[…]+11.2%

3 years, per year[…]+20.6%

Worst drop · 1Y−10.2%−7.9%

Volatility · 1Y18.0%10.2%

4–0measures won
VIG first

0.5%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FESM, VIG

Today

0.5%most shared, FESM and VIG

FESMVIG

FESM—0.5%

VIG0.5%—

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

FESM$85 − $28 = $57

KeptFee

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