FTXR vs VIG

AFTXR

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FTXR $13,436

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common1.5%FTXR and VIG

FTXR

VIG

First Trust Nasdaq Transportation ETF · $161MVanguard Dividend Appreciation ETF · $109B

+20.3%3 years · per year$17,396 · $16,669+18.6%

+6.1%5 years · per year$13,436 · $16,243+10.2%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

1.07%12-mo yield$107 · $150 on $10k1.50%

−14.5%Worst dropSmaller wins−7.9%

21.8%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXR · VIG

8.0%UNP0.7%

4.1%CSX0.4%

1.1%EXPD0.1%

0.6%CHRW0.1%

Held in common1.5%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−0.5%	+9.0%	+17.9%	+20.3%	+6.1%	−14.5%	$161M

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−0.5%	+9.0%	+17.9%	+20.3%	+6.1%	−14.5%	$161M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FTXR vs VIG

FTXR

First Trust Nasdaq Transportation

$13,436

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFTXRVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield1.07%1.50%

5 years, per year+6.1%+10.2%

3 years, per year+20.3%+18.6%

Worst drop · 1Y−14.5%−7.9%

Volatility · 1Y21.8%10.8%

5–1measures won
VIG first

1.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FTXR, VIG

Today

1.5%most shared, FTXR and VIG

FTXRVIG

FTXR—1.5%

VIG1.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FTXR$107 − $60 = $47

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee