FVAL vs VIG

AFVAL

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,865VTV · FVAL $17,789

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.2%FVAL and VIG

FVAL

VIG

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

+21.6%3 years · per year$17,981 · $16,775+18.8%

+12.2%5 years · per year$17,789 · $16,638+10.7%

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

1.51%12-mo yield$151 · $146 on $10k1.46%

−8.9%Worst dropSmaller wins−7.9%

12.5%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVAL · VIG

6.5%MSFT4.9%

8.1%AAPL4.9%

2.6%AVGO4.3%

2.0%LLY4.1%

Held in common30.2%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
3	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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	AFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.51%	+1.4%	+14.5%	+19.5%	+21.6%	+12.2%	−8.9%	$1.4B
3	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

FVAL vs VIG

FVAL

Fidelity Value Factor

$17,789

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFVALVIG

Fee0.15%0.04%

Cost on $10k a year$15$4

Yield1.51%1.46%

5 years, per year+12.2%+10.7%

3 years, per year+21.6%+18.8%

Worst drop · 1Y−8.9%−7.9%

Volatility · 1Y12.5%11.0%

3–2measures won
VIG first

30.2%

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV 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%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

Overlap: FVAL, VIG, VTV

Today

51.5%most shared, VIG and VTV

FVALVIGVTV

FVAL—30.2%30.9%

VIG30.2%—51.5%

VTV30.9%51.5%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

VIG$146 − $4 = $142

FVAL$151 − $15 = $136

KeptFee

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