FRI vs VIG

AFRI

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FRI $12,099

Lowest cost0.04%VIG · $4 on $10k

Most income2.52%FRI · $252 on $10k

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

Held in common0.0%FRI and VIG

FRI

VIG

First Trust S&P REIT Index Fund · $204MVanguard Dividend Appreciation ETF · $109B

+17.3%3 years · per year$16,141 · $17,533+20.6%

+3.9%5 years · per year$12,099 · $17,005+11.2%

0.51%Expense ratio$51 · $4 on $10k · lower wins0.04%

2.52%12-mo yield$252 · $144 on $10k1.44%

−12.1%Worst dropSmaller wins−7.9%

13.6%VolatilityLower wins10.2%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRI · VIG

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

Held in common0.0%

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M

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	AFRI	First Trust S&P REIT Index FundRead Desk		0.51%	2.52%	+2.6%	+17.9%	+17.8%	+17.3%	+3.9%	−12.1%	$204M

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

FRI vs VIG

FRI

First Trust S&P REIT Index Fund

$12,099

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFRIVIG

Fee0.51%0.04%

Cost on $10k a year$51$4

Yield2.52%1.44%

5 years, per year+3.9%+11.2%

3 years, per year+17.3%+20.6%

Worst drop · 1Y−12.1%−7.9%

Volatility · 1Y13.6%10.2%

5–1measures won
VIG first

0.0%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FRI, VIG

Today

0.0%most shared, FRI and VIG

FRIVIG

FRI—0.0%

VIG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$201most kept, FRI

FRI$252 − $51 = $201

VIG$144 − $4 = $140

KeptFee

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