FMF vs VIG

AFMF

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FMF $12,697

Lowest cost0.04%VIG · $4 on $10k

Most income4.89%FMF · $489 on $10k

Smallest drop−4.5%FMF · worst fall in 1Y

Held in common[…]FMF and VIG

FMF

VIG

First Trust Managed Futures Strategy Fund · $298MVanguard Dividend Appreciation ETF · $109B

+6.0%3 years · per year$11,903 · $16,814+18.9%

+4.9%5 years · per year$12,697 · $16,331+10.3%

0.98%Expense ratio$98 · $4 on $10k · lower wins0.04%

4.89%12-mo yield$489 · $149 on $10k1.49%

−4.5%Worst dropSmaller wins−7.9%

9.7%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFMF · VIG

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

Held in common[…]

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.89%	+0.3%	+9.5%	+11.4%	+6.0%	+4.9%	−4.5%	$298M

End-of-day Nov 5, 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%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	AFMF	First Trust Managed Futures Strategy FundRead Desk		0.98%	4.89%	+0.3%	+9.5%	+11.4%	+6.0%	+4.9%	−4.5%	$298M

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

Cards for this view

FMF vs VIG

FMF

First Trust Managed Futures Strategy Fund

$12,697

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFMFVIG

Fee0.98%0.04%

Cost on $10k a year$98$4

Yield4.89%1.49%

5 years, per year+4.9%+10.3%

3 years, per year+6.0%+18.9%

Worst drop · 1Y−4.5%−7.9%

Volatility · 1Y9.7%10.8%

3–3measures won
level

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FMF, VIG

Today

[…]holdings […]

FMFVIG

FMF—[…]

VIG[…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$391most kept, FMF

FMF$489 − $98 = $391

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee