FMAT vs VIG

AFMAT

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FMAT $13,360

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common2.2%FMAT and VIG

FMAT

VIG

Fidelity MSCI Materials Index ETF · $599MVanguard Dividend Appreciation ETF · $109B

+12.8%3 years · per year$14,340 · $16,669+18.6%

+6.0%5 years · per year$13,360 · $16,243+10.2%

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

1.41%12-mo yield$141 · $150 on $10k1.50%

−13.5%Worst dropSmaller wins−7.9%

19.2%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFMAT · VIG

5.4%SHW0.3%

5.3%ECL0.3%

4.6%APD0.3%

3.7%NUE0.2%

Held in common2.2%

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	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	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

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	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	AFMAT	Fidelity MSCI Materials Index ETFRead Desk		0.08%	1.41%	−0.4%	+10.8%	+19.5%	+12.8%	+6.0%	−13.5%	$599M

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

FMAT vs VIG

FMAT

Fidelity MSCI Materials Index

$13,360

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFMATVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.41%1.50%

5 years, per year+6.0%+10.2%

3 years, per year+12.8%+18.6%

Worst drop · 1Y−13.5%−7.9%

Volatility · 1Y19.2%10.8%

6–0measures won
VIG first

2.2%

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FMAT, VIG

Today

2.2%most shared, FMAT and VIG

FMATVIG

FMAT—2.2%

VIG2.2%—

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

FMAT$141 − $8 = $133

KeptFee

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