FTRI vs VIG

AFTRI

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,037FTRI · VIG $16,638

Lowest cost0.04%VIG · $4 on $10k

Most income2.02%FTRI · $202 on $10k

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

Held in common0.2%FTRI and VIG

FTRI

VIG

First Trust Indxx Global Natural Resources Income ETF · $117MVanguard Dividend Appreciation ETF · $109B

+15.5%3 years · per year$15,414 · $16,775+18.8%

+11.2%5 years · per year$17,037 · $16,638+10.7%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

2.02%12-mo yield$202 · $146 on $10k1.46%

−17.0%Worst dropSmaller wins−7.9%

19.7%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTRI · VIG

4.6%AWK0.1%

2.0%WTRG0.0%

0.7%UFPI0.0%

0.5%CWT0.0%

Held in common0.2%

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

Both

5Y2 funds

#			Trend
1	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.02%	+2.3%	+13.1%	+21.8%	+15.5%	+11.2%	−17.0%	$117M
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

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

Both

5Y2 funds

#			Trend
1	AFTRI	First Trust Indxx Global Natural Resources Income ETFRead Desk		0.70%	2.02%	+2.3%	+13.1%	+21.8%	+15.5%	+11.2%	−17.0%	$117M
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

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

FTRI vs VIG

FTRI

First Trust Indxx Global Natural Resources Income

$17,037

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFTRIVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield2.02%1.46%

5 years, per year+11.2%+10.7%

3 years, per year+15.5%+18.8%

Worst drop · 1Y−17.0%−7.9%

Volatility · 1Y19.7%11.0%

4–2measures won
VIG first

0.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

Overlap: FTRI, VIG

Today

0.2%most shared, FTRI and VIG

FTRIVIG

FTRI—0.2%

VIG0.2%—

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

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

FTRI$202 − $70 = $132

KeptFee

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