FQAL vs VIG

AFQAL

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,722FQAL · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common39.6%FQAL and VIG

FQAL

VIG

Fidelity Quality Factor ETF · $1.6BVanguard Dividend Appreciation ETF · $109B

+20.4%3 years · per year$17,440 · $16,775+18.8%

+10.8%5 years · per year$16,722 · $16,638+10.7%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.16%12-mo yield$116 · $146 on $10k1.46%

−8.4%Worst dropSmaller wins−7.9%

12.2%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFQAL · VIG

6.4%MSFT4.9%

8.0%AAPL4.9%

2.5%AVGO4.3%

2.0%LLY4.1%

Held in common39.6%

End-of-day Nov 9, 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	AFQAL	Fidelity Quality Factor ETFRead Desk	0.15%	1.16%	+2.0%	+11.2%	+13.7%	+20.4%	+10.8%	−8.4%	$1.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFQAL	Fidelity Quality Factor ETFRead Desk	0.15%	1.16%	+2.0%	+11.2%	+13.7%	+20.4%	+10.8%	−8.4%	$1.6B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FQAL vs VIG

FQAL

Fidelity Quality Factor

$16,722

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFQALVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.16%1.46%

5 years, per year+10.8%+10.7%

3 years, per year+20.4%+18.8%

Worst drop · 1Y−8.4%−7.9%

Volatility · 1Y12.2%11.0%

4–2measures won
VIG first

39.6%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FQAL, VIG, SCHD

Today

39.6%most shared, FQAL and VIG

FQALVIGSCHD

FQAL—39.6%12.0%

VIG39.6%—14.5%

SCHD12.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FQAL$116 − $15 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee