FPA vs VIG

AFPA

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,720FPA · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income4.29%FPA · $429 on $10k

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

Held in common0.0%FPA and VIG

FPA

VIG

First Trust Asia Pacific ex-Japan AlphaDEX Fund · $104MVanguard Dividend Appreciation ETF · $109B

+28.5%3 years · per year$21,202 · $16,814+18.9%

+10.8%5 years · per year$16,720 · $16,331+10.3%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

4.29%12-mo yield$429 · $149 on $10k1.49%

−25.4%Worst dropSmaller wins−7.9%

32.2%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFPA · VIG

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.29%	−3.0%	+23.2%	+18.6%	+28.5%	+10.8%	−25.4%	$104M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	AFPA	First Trust Asia Pacific ex-Japan AlphaDEX FundRead Desk		0.80%	4.29%	−3.0%	+23.2%	+18.6%	+28.5%	+10.8%	−25.4%	$104M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

FPA vs VIG

FPA

First Trust Asia Pacific ex-Japan AlphaDEX Fund

$16,720

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFPAVIG

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield4.29%1.49%

5 years, per year+10.8%+10.3%

3 years, per year+28.5%+18.9%

Worst drop · 1Y−25.4%−7.9%

Volatility · 1Y32.2%10.8%

3–3measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FPA, VIG

Today

0.0%most shared, FPA and VIG

FPAVIG

FPA—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$349most kept, FPA

FPA$429 − $80 = $349

VIG$149 − $4 = $145

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee