FFSM vs VIG

AFFSM

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FFSM $14,248

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common1.3%FFSM and VIG

FFSM

VIG

Fidelity Fundamental Small-Mid Cap ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+19.8%3 years · per year$17,201 · $16,814+18.9%

+7.3%5 years · per year$14,248 · $16,331+10.3%

0.43%Expense ratio$43 · $4 on $10k · lower wins0.04%

0.49%12-mo yield$49 · $149 on $10k1.49%

−13.0%Worst dropSmaller wins−7.9%

19.2%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFFSM · VIG

0.3%FIX0.3%

0.4%STT0.2%

0.6%RJF0.1%

0.4%WST0.1%

Held in common1.3%

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFFSM	Fidelity Fundamental Small-Mid Cap ETFRead Desk		0.43%	0.49%	−4.4%	+9.9%	+15.3%	+19.8%	+7.3%	−13.0%	$1.4B

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

Cards for this view

FFSM vs VIG

FFSM

Fidelity Fundamental Small-Mid Cap

$14,248

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFFSMVIG

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield0.49%1.49%

5 years, per year+7.3%+10.3%

3 years, per year+19.8%+18.9%

Worst drop · 1Y−13.0%−7.9%

Volatility · 1Y19.2%10.8%

5–1measures won
VIG first

1.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FFSM, VIG

Today

1.3%most shared, FFSM and VIG

FFSMVIG

FFSM—1.3%

VIG1.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FFSM$49 − $43 = $6

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee