FTA vs VIG

AFTA

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,998FTA · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.69%FTA · $169 on $10k

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

Held in common11.8%FTA and VIG

FTA

VIG

First Trust Large Cap Value AlphaDEX Fund · $1.5BVanguard Dividend Appreciation ETF · $109B

+20.6%3 years · per year$17,545 · $16,814+18.9%

+11.2%5 years · per year$16,998 · $16,331+10.3%

0.58%Expense ratio$58 · $4 on $10k · lower wins0.04%

1.69%12-mo yield$169 · $149 on $10k1.49%

−8.1%Worst dropSmaller wins−7.9%

11.6%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTA · VIG

0.7%CB0.5%

0.7%ACN0.5%

0.5%XOM3.0%

0.5%PSX0.5%

Held in common11.8%

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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B
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	AFTA	First Trust Large Cap Value AlphaDEX FundRead Desk		0.58%	1.69%	−1.7%	+21.8%	+28.4%	+20.6%	+11.2%	−8.1%	$1.5B
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

FTA vs VIG

FTA

First Trust Large Cap Value AlphaDEX Fund

$16,998

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFTAVIG

Fee0.58%0.04%

Cost on $10k a year$58$4

Yield1.69%1.49%

5 years, per year+11.2%+10.3%

3 years, per year+20.6%+18.9%

Worst drop · 1Y−8.1%−7.9%

Volatility · 1Y11.6%10.8%

3–3measures won
level

11.8%

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%

$120BAssets$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%

$44.9BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FTA, VIG

Today

11.8%most shared, FTA and VIG

FTAVIG

FTA—11.8%

VIG11.8%—

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

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FTA$169 − $58 = $111

KeptFee

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