FVD vs VIG

AFVD

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FVD $14,259

Lowest cost0.04%VIG · $4 on $10k

Most income2.16%FVD · $216 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common25.2%FVD and VIG

FVD

VIG

First Trust Value Line Dividend Index Fund · $8.1BVanguard Dividend Appreciation ETF · $109B

+15.3%3 years · per year$15,339 · $17,533+20.6%

+7.4%5 years · per year$14,259 · $17,005+11.2%

0.62%Expense ratio$62 · $4 on $10k · lower wins0.04%

2.16%12-mo yield$216 · $144 on $10k1.44%

−7.6%Worst dropSmaller wins−7.9%

10.7%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · VIG

0.4%LOW0.5%

0.4%GILD0.8%

0.4%MCD0.7%

0.4%HD1.3%

Held in common25.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

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

FVD vs VIG

FVD

First Trust Value Line Dividend Index Fund

$14,259

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFVDVIG

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield2.16%1.44%

5 years, per year+7.4%+11.2%

3 years, per year+15.3%+20.6%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y10.7%10.2%

4–2measures won
VIG first

25.2%

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%

$123BAssets$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%

$46.1BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FVD, VIG

Today

25.2%most shared, FVD and VIG

FVDVIG

FVD—25.2%

VIG25.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

VIG$144 − $4 = $140

KeptFee

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