FVAL vs VIG

AFVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,310FVAL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%FVAL · $147 on $10k

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

Held in common30.3%FVAL and VIG

FVAL

VIG

Fidelity Value Factor ETF · $1.4BVanguard Dividend Appreciation ETF · $109B

+23.7%3 years · per year$18,950 · $17,533+20.6%

+12.9%5 years · per year$18,310 · $17,005+11.2%

0.15%Expense ratio$15 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $144 on $10k1.44%

−8.9%Worst dropSmaller wins−7.9%

11.9%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFVAL · VIG

6.3%MSFT4.9%

7.7%AAPL4.9%

2.8%AVGO4.3%

2.1%LLY4.1%

Held in common30.3%

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

FVAL vs VIG

FVAL

Fidelity Value Factor

$18,310

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFVALVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.47%1.44%

5 years, per year+12.9%+11.2%

3 years, per year+23.7%+20.6%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y11.9%10.2%

3–3measures won
level

30.3%

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: FVAL, VIG

Today

30.3%most shared, FVAL and VIG

FVALVIG

FVAL—30.3%

VIG30.3%—

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

FVAL$147 − $15 = $132

KeptFee

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