FITE vs VIG

AFITE

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$19,149FITE · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common4.7%FITE and VIG

FITE

VIG

State Street SPDR S&P Kensho Future Security ETF · $140MVanguard Dividend Appreciation ETF · $109B

+30.8%3 years · per year$22,367 · $16,669+18.6%

+13.9%5 years · per year$19,149 · $16,243+10.2%

0.45%Expense ratio$45 · $4 on $10k · lower wins0.04%

0.12%12-mo yield$12 · $150 on $10k1.50%

−16.3%Worst dropSmaller wins−7.9%

29.6%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFITE · VIG

1.2%CSCO1.9%

1.1%AVGO4.3%

1.1%APH0.9%

1.6%LMT0.5%

Held in common4.7%

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$140M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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	AFITE	State Street SPDR S&P Kensho Future Security ETFRead Desk	0.45%	0.12%	+1.9%	+19.6%	+17.9%	+30.8%	+13.9%	−16.3%	$140M
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

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

FITE vs VIG

FITE

SPDR S&P Kensho Future Security

$19,149

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFITEVIG

Fee0.45%0.04%

Cost on $10k a year$45$4

Yield0.12%1.50%

5 years, per year+13.9%+10.2%

3 years, per year+30.8%+18.6%

Worst drop · 1Y−16.3%−7.9%

Volatility · 1Y29.6%10.8%

4–2measures won
VIG first

4.7%

holdings shared

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

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FITE, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FITEVIGSCHD

FITE—4.7%1.6%

VIG4.7%—14.5%

SCHD1.6%14.5%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FITE$12 − $45 = −$33

KeptFee

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