FNCL vs VIG

AFNCL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FNCL $16,077

Lowest cost0.04%VIG · $4 on $10k

Most income1.55%FNCL · $155 on $10k

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

Held in common20.2%FNCL and VIG

FNCL

VIG

Fidelity MSCI Financials Index ETF · $2.2BVanguard Dividend Appreciation ETF · $109B

+25.2%3 years · per year$19,633 · $17,533+20.6%

+10.0%5 years · per year$16,077 · $17,005+11.2%

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

1.55%12-mo yield$155 · $144 on $10k1.44%

−14.8%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNCL · VIG

10.0%JPM3.9%

7.8%V2.5%

5.9%MA2.0%

3.6%BAC1.6%

Held in common20.2%

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	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

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	AFNCL	Fidelity MSCI Financials Index ETFRead Desk		0.08%	1.55%	+3.4%	+8.9%	+15.0%	+25.2%	+10.0%	−14.8%	$2.2B

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

FNCL vs VIG

FNCL

Fidelity MSCI Financials Index

$16,077

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFNCLVIG

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield1.55%1.44%

5 years, per year+10.0%+11.2%

3 years, per year+25.2%+20.6%

Worst drop · 1Y−14.8%−7.9%

Volatility · 1Y15.0%10.2%

4–2measures won
VIG first

20.2%

holdings shared

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: FNCL, VIG

Today

20.2%most shared, FNCL and VIG

FNCLVIG

FNCL—20.2%

VIG20.2%—

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

Income After Fees on $10,000

$147most kept, FNCL

FNCL$155 − $8 = $147

VIG$144 − $4 = $140

KeptFee

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