FGD vs VTI

AFGD

BVTI

Measures won4–2FGD wins · of 6 · 5Y

$10,000 · 5Y$17,480FGD · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income5.77%FGD · $577 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common0.8%FGD and VTI

FGD

VTI

First Trust Dow Jones Global Select Dividend Index Fund · $1.6BVanguard Morningstar Total Stock Market ETF · $689B

+25.0%3 years · per year$19,517 · $18,004+21.7%

+11.8%5 years · per year$17,480 · $16,375+10.4%

0.55%Expense ratio$55 · $3 on $10k · lower wins0.03%

5.77%12-mo yield$577 · $109 on $10k1.09%

−9.8%Worst dropSmaller wins−8.9%

12.8%VolatilityLower wins13.7%

4–2FGD wins

$10,000 · 5 yearsOne scale

Shared top holdingsFGD · VTI

0.9%VZ0.3%

1.2%MO0.2%

1.0%UPS0.1%

0.7%F0.1%

Held in common0.8%

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

Both

5Y2 funds

#			Trend
1	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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

Both

5Y2 funds

#			Trend
1	AFGD	First Trust Dow Jones Global Select Dividend Index FundRead Desk		0.55%	5.77%	−2.1%	+13.8%	+20.8%	+25.0%	+11.8%	−9.8%	$1.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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

FGD vs VTI

FGD

First Trust Dow Jones Global Select Dividend Index Fund

$17,480

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFGDVTI

Fee0.55%0.03%

Cost on $10k a year$55$3

Yield5.77%1.09%

5 years, per year+11.8%+10.4%

3 years, per year+25.0%+21.7%

Worst drop · 1Y−9.8%−8.9%

Volatility · 1Y12.8%13.7%

4–2measures won
FGD first

0.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FGD, VTI

Today

0.8%most shared, FGD and VTI

FGDVTI

FGD—0.8%

VTI0.8%—

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

Income After Fees on $10,000

$522most kept, FGD

FGD$577 − $55 = $522

VTI$109 − $3 = $106

KeptFee

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