FNX vs VIG

AFNX

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · 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

+18.2%3 years · per year$16,527 · $16,669+18.6%

+7.4%5 years · per year$14,322 · $16,243+10.2%

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

0.99%12-mo yield$99 · $150 on $10k1.50%

−9.2%Worst dropSmaller wins−7.9%

15.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFNX · VIG

0.2%RGA0.1%

0.1%LECO0.1%

0.3%TSN0.1%

0.1%MAS0.1%

Held in common2.9%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
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
3	AFNX	First Trust Mid Cap Core AlphaDEX FundRead Desk	0.62%	0.99%	−0.1%	+11.2%	+13.5%	+18.2%	+7.4%	−9.2%	$1.4B

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

FNX vs VIG

FNX

First Trust Mid Cap Core AlphaDEX Fund

$14,322

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFNXVIG

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield0.99%1.50%

5 years, per year+7.4%+10.2%

3 years, per year+18.2%+18.6%

Worst drop · 1Y−9.2%−7.9%

Volatility · 1Y15.4%10.8%

6–0measures won
VIG first

2.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FNX, VIG, SCHD

Today

14.5%most shared, VIG and SCHD

FNXVIGSCHD

FNX—2.9%2.6%

VIG2.9%—14.5%

SCHD2.6%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

FNX$99 − $62 = $37

KeptFee

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