FTLS vs VIG

AFTLS

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−5.0%FTLS · worst fall in 1Y

Held in common31.8%FTLS and VIG

FTLS

VIG

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

+13.3%3 years · per year$14,542 · $16,814+18.9%

+9.2%5 years · per year$15,552 · $16,331+10.3%

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

0.90%12-mo yield$90 · $149 on $10k1.49%

−5.0%Worst dropSmaller wins−7.9%

8.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · VIG

5.1%MSFT4.9%

6.7%AAPL4.9%

1.5%V2.5%

1.4%MA2.0%

Held in common31.8%

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

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

All Three

5Y3 funds

#
1	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
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
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−2.7%	+5.1%	+5.6%	+13.3%	+9.2%	−5.0%	$2.6B

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

FTLS vs VIG

FTLS

First Trust Long/Short Equity

$15,552

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFTLSVIG

Fee0.95%0.04%

Cost on $10k a year$95$4

Yield0.90%1.49%

5 years, per year+9.2%+10.3%

3 years, per year+13.3%+18.9%

Worst drop · 1Y−5.0%−7.9%

Volatility · 1Y8.5%10.8%

4–2measures won
VIG first

31.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTLS, VIG, SCHD

Today

31.8%most shared, FTLS and VIG

FTLSVIGSCHD

FTLS—31.8%7.8%

VIG31.8%—14.5%

SCHD7.8%14.5%—

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

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

VIG$149 − $4 = $145

FTLS$90 − $95 = −$5

KeptFee

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