FORH vs VIG

AFORH

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common0.1%FORH and VIG

FORH

VIG

Formidable ETF · $16MVanguard Dividend Appreciation ETF · $109B

+1.9%3 years · per year$10,578 · $16,669+18.6%

+0.1%5 years · per year$10,064 · $16,243+10.2%

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

1.98%12-mo yield$198 · $150 on $10k1.50%

−15.3%Worst dropSmaller wins−7.9%

14.7%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFORH · VIG

3.2%RGLD0.1%

Held in common0.1%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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	AFORH	Formidable ETFRead Desk	1.19%	1.98%	+1.3%	−8.0%	−8.7%	+1.9%	+0.1%	−15.3%	$16M

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

FORH vs VIG

FORH

Formidable

$10,064

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFORHVIG

Fee1.19%0.04%

Cost on $10k a year$119$4

Yield1.98%1.50%

5 years, per year+0.1%+10.2%

3 years, per year+1.9%+18.6%

Worst drop · 1Y−15.3%−7.9%

Volatility · 1Y14.7%10.8%

5–1measures won
VIG first

0.1%

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: FORH, VIG, VYM

Today

60.6%most shared, VIG and VYM

FORHVIGVYM

FORH—0.1%0.1%

VIG0.1%—60.6%

VYM0.1%60.6%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

VIG$150 − $4 = $146

FORH$198 − $119 = $79

KeptFee

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