FTSL vs VIG

AFTSL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FTSL $12,879

Lowest cost0.04%VIG · $4 on $10k

Most income6.26%FTSL · $626 on $10k

Smallest drop−2.4%FTSL · worst fall in 1Y

Held in common[…]FTSL and VIG

FTSL

VIG

First Trust Senior Loan Fund · $2.5BVanguard Dividend Appreciation ETF · $109B

+6.5%3 years · per year$12,084 · $17,533+20.6%

+5.2%5 years · per year$12,879 · $17,005+11.2%

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

6.26%12-mo yield$626 · $144 on $10k1.44%

−2.4%Worst dropSmaller wins−7.9%

2.3%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFTSL · VIG

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

Held in common[…]

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	AFTSL	First Trust Senior Loan FundRead Desk		0.70%	6.26%	+0.2%	+2.5%	+3.7%	+6.5%	+5.2%	−2.4%	$2.5B

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	AFTSL	First Trust Senior Loan FundRead Desk		0.70%	6.26%	+0.2%	+2.5%	+3.7%	+6.5%	+5.2%	−2.4%	$2.5B

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

FTSL vs VIG

FTSL

First Trust Senior Loan Fund

$12,879

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFTSLVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield6.26%1.44%

5 years, per year+5.2%+11.2%

3 years, per year+6.5%+20.6%

Worst drop · 1Y−2.4%−7.9%

Volatility · 1Y2.3%10.2%

3–3measures won
level

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: FTSL, VIG

Today

[…]holdings […]

FTSLVIG

FTSL—[…]

VIG[…]—

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

Income After Fees on $10,000

$556most kept, FTSL

FTSL$626 − $70 = $556

VIG$144 − $4 = $140

KeptFee

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