FVAL vs VIG

AFVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · SCHD $16,375

Lowest cost0.04%VIG · $4 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common30.2%FVAL and VIG

FVAL

VIG

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

+22.0%3 years · per year$18,176 · $16,814+18.9%

+11.9%5 years · per year$17,546 · $16,331+10.3%

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

1.53%12-mo yield$153 · $149 on $10k1.49%

−8.9%Worst dropSmaller wins−7.9%

12.4%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · VIG

6.5%MSFT4.9%

7.9%AAPL4.9%

2.7%AVGO4.3%

2.0%LLY4.1%

Held in common30.2%

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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	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
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

FVAL vs VIG

FVAL

Fidelity Value Factor

$17,546

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFVALVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.53%1.49%

5 years, per year+11.9%+10.3%

3 years, per year+22.0%+18.9%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.4%10.8%

3–2measures won
VIG first

30.2%

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: FVAL, VIG, SCHD

Today

30.2%most shared, FVAL and VIG

FVALVIGSCHD

FVAL—30.2%10.0%

VIG30.2%—14.5%

SCHD10.0%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

FVAL$153 − $15 = $138

KeptFee

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