FNX vs VIG

AFNX

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FNX $15,034

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

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

Held in common2.9%FNX and VIG

FNX

VIG

First Trust Mid Cap Core AlphaDEX Fund · $1.4BVanguard Dividend Appreciation ETF · $109B

+20.2%3 years · per year$17,361 · $17,533+20.6%

+8.5%5 years · per year$15,034 · $17,005+11.2%

0.62%Expense ratio$62 · $4 on $10k · lower wins0.04%

0.96%12-mo yield$96 · $144 on $10k1.44%

−9.2%Worst dropSmaller wins−7.9%

15.1%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNX · VIG

0.2%RGA0.1%

0.2%LECO0.1%

0.3%TSN0.1%

0.1%MAS0.1%

Held in common2.9%

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk		0.62%	0.96%	+1.6%	+15.0%	+17.1%	+20.2%	+8.5%	−9.2%	$1.4B

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

FNX vs VIG

FNX

First Trust Mid Cap Core AlphaDEX Fund

$15,034

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFNXVIG

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield0.96%1.44%

5 years, per year+8.5%+11.2%

3 years, per year+20.2%+20.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y15.1%10.2%

6–0measures won
VIG first

2.9%

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: FNX, VIG

Today

2.9%most shared, FNX and VIG

FNXVIG

FNX—2.9%

VIG2.9%—

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

FNX$96 − $62 = $34

KeptFee

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