FTLS vs VIG

AFTLS

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FTLS $16,047

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−3.8%FTLS · worst fall in 1Y

Held in common31.6%FTLS and VIG

FTLS

VIG

First Trust Long/Short Equity ETF · $2.6BVanguard Dividend Appreciation ETF · $109B

+14.6%3 years · per year$15,037 · $17,533+20.6%

+9.9%5 years · per year$16,047 · $17,005+11.2%

0.95%Expense ratio$95 · $4 on $10k · lower wins0.04%

0.87%12-mo yield$87 · $144 on $10k1.44%

−3.8%Worst dropSmaller wins−7.9%

8.1%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTLS · VIG

6.4%AAPL4.9%

4.8%MSFT4.9%

1.5%V2.5%

1.3%MA2.0%

Held in common31.6%

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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	AFTLS	First Trust Long/Short Equity ETFRead Desk		0.95%	0.87%	+0.2%	+8.0%	+8.1%	+14.6%	+9.9%	−3.8%	$2.6B

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

FTLS vs VIG

FTLS

First Trust Long/Short Equity

$16,047

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFTLSVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield0.87%1.44%

5 years, per year+9.9%+11.2%

3 years, per year+14.6%+20.6%

Worst drop · 1Y−3.8%−7.9%

Volatility · 1Y8.1%10.2%

4–2measures won
VIG first

31.6%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FTLS, VIG

Today

31.6%most shared, FTLS and VIG

FTLSVIG

FTLS—31.6%

VIG31.6%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FTLS$87 − $95 = −$8

KeptFee

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