FMB vs VIG

AFMB

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FMB $10,263

Lowest cost0.04%VIG · $4 on $10k

Most income3.75%FMB · $375 on $10k

Smallest drop−6.8%FMB · worst fall in 1Y

Held in common[…]FMB and VIG

FMB

VIG

First Trust Managed Municipal ETF · $1.9BVanguard Dividend Appreciation ETF · $109B

+4.5%3 years · per year$11,422 · $17,533+20.6%

+0.5%5 years · per year$10,263 · $17,005+11.2%

0.39%Expense ratio$39 · $4 on $10k · lower wins0.04%

3.75%12-mo yield$375 · $144 on $10k1.44%

−6.8%Worst dropSmaller wins−7.9%

3.6%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFMB · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.75%	+0.4%	+0.1%	+0.6%	+4.5%	+0.5%	−6.8%	$1.9B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFMB	First Trust Managed Municipal ETFRead Desk		0.39%	3.75%	+0.4%	+0.1%	+0.6%	+4.5%	+0.5%	−6.8%	$1.9B

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

FMB vs VIG

FMB

First Trust Managed Municipal

$10,263

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFMBVIG

Fee0.39%0.04%

Cost on $10k a year$39$4

Yield3.75%1.44%

5 years, per year+0.5%+11.2%

3 years, per year+4.5%+20.6%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y3.6%10.2%

3–3measures won
level

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FMB, VIG

Today

[…]holdings […]

FMBVIG

FMB—[…]

VIG[…]—

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

Income After Fees on $10,000

$336most kept, FMB

FMB$375 − $39 = $336

VIG$144 − $4 = $140

KeptFee

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