FORH vs VIG

AFORH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FORH $10,705

Lowest cost0.04%VIG · $4 on $10k

Most income1.89%FORH · $189 on $10k

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

Held in common0.1%FORH and VIG

FORH

VIG

Formidable ETF · $17MVanguard Dividend Appreciation ETF · $109B

+4.1%3 years · per year$11,277 · $17,533+20.6%

+1.4%5 years · per year$10,705 · $17,005+11.2%

1.19%Expense ratio$119 · $4 on $10k · lower wins0.04%

1.89%12-mo yield$189 · $144 on $10k1.44%

−10.5%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFORH · VIG

2.7%RGLD0.1%

Held in common0.1%

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	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

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	AFORH	Formidable ETFRead Desk		1.19%	1.89%	0.0%	−3.5%	−4.3%	+4.1%	+1.4%	−10.5%	$17M

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

FORH vs VIG

FORH

Formidable

$10,705

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFORHVIG

Fee1.19%0.04%

Cost on $10k a year$119$4

Yield1.89%1.44%

5 years, per year+1.4%+11.2%

3 years, per year+4.1%+20.6%

Worst drop · 1Y−10.5%−7.9%

Volatility · 1Y14.3%10.2%

5–1measures won
VIG first

0.1%

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: FORH, VIG

Today

0.1%most shared, FORH and VIG

FORHVIG

FORH—0.1%

VIG0.1%—

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

FORH$189 − $119 = $70

KeptFee

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