FVD vs DGRO

AFVD

BDGRO

Measures won1–5DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · FVD $13,865

Lowest cost0.08%DGRO · $8 on $10k

Most income2.20%FVD · $220 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common29.3%FVD and DGRO

FVD

DGRO

First Trust Value Line Dividend Index Fund · $8.3BiShares Core Dividend Growth ETF · $44.7B

+13.9%3 years · per year$14,781 · $17,593+20.7%

+6.8%5 years · per year$13,865 · $16,835+11.0%

0.62%Expense ratio$62 · $8 on $10k · lower wins0.08%

2.20%12-mo yield$220 · $187 on $10k1.87%

−7.6%Worst dropSmaller wins−6.5%

10.8%VolatilityLower wins10.2%

1–5DGRO wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · DGRO

0.5%LOW0.7%

0.4%MCD1.3%

0.4%MDT0.9%

0.4%HD2.2%

Held in common29.3%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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

FVD vs DGRO

FVD

First Trust Value Line Dividend Index Fund

$13,865

DGRO

iShares Core Dividend Growth

$16,835

MeasureFVDDGRO

Fee0.62%0.08%

Cost on $10k a year$62$8

Yield2.20%1.87%

5 years, per year+6.8%+11.0%

3 years, per year+13.9%+20.7%

Worst drop · 1Y−7.6%−6.5%

Volatility · 1Y10.8%10.2%

5–1measures won
DGRO first

29.3%

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%

$44.7BAssets$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: FVD, DGRO

Today

29.3%most shared, FVD and DGRO

FVDDGRO

FVD—29.3%

DGRO29.3%—

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

FVD$220 − $62 = $158

KeptFee

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