FEX vs VIG

AFEX

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.50%VIG · $150 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

+20.8%3 years · per year$17,609 · $16,669+18.6%

+9.5%5 years · per year$15,766 · $16,243+10.2%

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

1.03%12-mo yield$103 · $150 on $10k1.50%

−6.6%Worst dropSmaller wins−7.9%

13.3%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one 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 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	AFEX	First Trust Large Cap Core AlphaDEX FundRead Desk	0.57%	1.03%	−0.1%	+13.6%	+16.3%	+20.8%	+9.5%	−6.6%	$1.6B

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

FEX vs VIG

FEX

First Trust Large Cap Core AlphaDEX Fund

$15,766

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFEXVIG

Fee0.57%0.04%

Cost on $10k a year$57$4

Yield1.03%1.50%

5 years, per year+9.5%+10.2%

3 years, per year+20.8%+18.6%

Worst drop · 1Y−6.6%−7.9%

Volatility · 1Y13.3%10.8%

4–2measures won
VIG first

20.0%

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

Overlap: FEX, VIG, VUG

Today

26.4%most shared, VIG and VUG

FEXVIGVUG

FEX—20.0%13.3%

VIG20.0%—26.4%

VUG13.3%26.4%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FEX$103 − $57 = $46

VUG$42 − $3 = $39

KeptFee

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