FNK vs VIG

AFNK

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FNK $15,587

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%FNK · $150 on $10k

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

Held in common2.0%FNK and VIG

FNK

VIG

First Trust Mid Cap Value AlphaDEX Fund · $241MVanguard Dividend Appreciation ETF · $109B

+17.9%3 years · per year$16,403 · $17,533+20.6%

+9.3%5 years · per year$15,587 · $17,005+11.2%

0.74%Expense ratio$74 · $4 on $10k · lower wins0.04%

1.50%12-mo yield$150 · $144 on $10k1.44%

−9.1%Worst dropSmaller wins−7.9%

13.7%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNK · VIG

0.3%RGA0.1%

0.6%TSN0.1%

0.2%MAS0.1%

0.7%RNR0.1%

Held in common2.0%

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	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M

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	AFNK	First Trust Mid Cap Value AlphaDEX FundRead Desk		0.74%	1.50%	+2.0%	+19.1%	+24.9%	+17.9%	+9.3%	−9.1%	$241M

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

FNK vs VIG

FNK

First Trust Mid Cap Value AlphaDEX Fund

$15,587

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFNKVIG

Fee0.74%0.04%

Cost on $10k a year$74$4

Yield1.50%1.44%

5 years, per year+9.3%+11.2%

3 years, per year+17.9%+20.6%

Worst drop · 1Y−9.1%−7.9%

Volatility · 1Y13.7%10.2%

5–1measures won
VIG first

2.0%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FNK, VIG

Today

2.0%most shared, FNK and VIG

FNKVIG

FNK—2.0%

VIG2.0%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FNK$150 − $74 = $76

KeptFee

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