FEX vs VIG

AFEX

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FEX $16,562

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−6.6%FEX · worst fall in 1Y

Held in common20.0%FEX and VIG

FEX

VIG

First Trust Large Cap Core AlphaDEX Fund · $1.6BVanguard Dividend Appreciation ETF · $109B

+22.8%3 years · per year$18,539 · $17,533+20.6%

+10.6%5 years · per year$16,562 · $17,005+11.2%

0.57%Expense ratio$57 · $4 on $10k · lower wins0.04%

0.99%12-mo yield$99 · $144 on $10k1.44%

−6.6%Worst dropSmaller wins−7.9%

12.9%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFEX · VIG

0.5%ACN0.5%

0.4%LLY4.1%

0.4%CB0.5%

0.4%AMGN1.0%

Held in common20.0%

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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$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	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk		0.57%	0.99%	+1.0%	+17.8%	+19.9%	+22.8%	+10.6%	−6.6%	$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

FEX vs VIG

FEX

First Trust Large Cap Core AlphaDEX Fund

$16,562

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFEXVIG

Fee0.57%0.04%

Cost on $10k a year$57$4

Yield0.99%1.44%

5 years, per year+10.6%+11.2%

3 years, per year+22.8%+20.6%

Worst drop · 1Y−6.6%−7.9%

Volatility · 1Y12.9%10.2%

4–2measures won
VIG first

20.0%

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: FEX, VIG

Today

20.0%most shared, FEX and VIG

FEXVIG

FEX—20.0%

VIG20.0%—

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

FEX$99 − $57 = $42

KeptFee

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