FNDX vs VIG

AFNDX

BVIG

Measures won4–2FNDX wins · of 6 · 5Y

$10,000 · 5Y$18,587FNDX · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

Smallest drop−6.0%FNDX · worst fall in 1Y

Held in common43.5%FNDX and VIG

FNDX

VIG

Schwab Fundamental U.S. Large Company ETF · $28.0BVanguard Dividend Appreciation ETF · $109B

+22.7%3 years · per year$18,459 · $16,669+18.6%

+13.2%5 years · per year$18,587 · $16,243+10.2%

0.25%Expense ratio$25 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $150 on $10k1.50%

−6.0%Worst dropSmaller wins−7.9%

10.4%VolatilityLower wins10.8%

4–2FNDX wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDX · VIG

4.9%AAPL4.9%

3.3%MSFT4.9%

2.4%XOM3.0%

1.6%JPM3.9%

Held in common43.5%

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	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
2	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

Both

5Y2 funds

#			Trend
1	AFNDX	Schwab Fundamental U.S. Large Company ETFRead Desk		0.25%	1.47%	−0.4%	+19.3%	+23.0%	+22.7%	+13.2%	−6.0%	$28.0B
2	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

FNDX vs VIG

FNDX

Schwab Fundamental U.S. Large Company

$18,587

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFNDXVIG

Fee0.25%0.04%

Cost on $10k a year$25$4

Yield1.47%1.50%

5 years, per year+13.2%+10.2%

3 years, per year+22.7%+18.6%

Worst drop · 1Y−6.0%−7.9%

Volatility · 1Y10.4%10.8%

4–1measures won
FNDX first

43.5%

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%

$44.7BAssets$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

Overlap: FNDX, VIG

Today

43.5%most shared, FNDX and VIG

FNDXVIG

FNDX—43.5%

VIG43.5%—

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

FNDX$147 − $25 = $122

KeptFee

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