FIDU vs VIG

AFIDU

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,532FIDU · VYM $17,305

Lowest cost0.04%VIG · $4 on $10k

Most income2.25%VYM · $225 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common10.4%FIDU and VIG

FIDU

VIG

Fidelity MSCI Industrials Index ETF · $2.3BVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,471 · $17,369+20.2%

+11.9%5 years · per year$17,510 · $16,495+10.5%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

0.91%12-mo yield$91 · $147 on $10k1.47%

−12.4%Worst dropSmaller wins−7.9%

18.3%VolatilityLower wins10.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFIDU · VIG

4.2%CAT1.7%

2.7%UNP0.7%

2.0%LMT0.5%

1.8%ADP0.5%

Held in common10.4%

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

All Three

5Y3 funds

#
1	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk	0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B
2	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.25%	−0.3%	+15.8%	+19.0%	+21.5%	+11.6%	−6.7%	$78.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B

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

FIDU vs VIG

FIDU

Fidelity MSCI Industrials Index

$17,510

VIG

Vanguard Dividend Appreciation

$16,495

MeasureFIDUVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield0.91%1.47%

5 years, per year+11.9%+10.5%

3 years, per year+22.7%+20.2%

Worst drop · 1Y−12.4%−7.9%

Volatility · 1Y18.3%10.0%

4–2measures won
VIG first

10.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

Overlap: FIDU, VIG, VYM

Today

60.6%most shared, VIG and VYM

FIDUVIGVYM

FIDU—10.4%11.1%

VIG10.4%—60.6%

VYM11.1%60.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$221most kept, VYM

VYM$225 − $4 = $221

VIG$147 − $4 = $143

FIDU$91 − $8 = $83

KeptFee

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