FVD vs VIG

AFVD

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,638VIG · SCHD $16,459

Lowest cost0.04%VIG · $4 on $10k

Most income2.96%SCHD · $296 on $10k

Smallest drop−6.9%SCHD · 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

+13.7%3 years · per year$14,693 · $16,775+18.8%

+6.9%5 years · per year$13,969 · $16,638+10.7%

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

2.18%12-mo yield$218 · $146 on $10k1.46%

−7.6%Worst dropSmaller wins−7.9%

10.9%VolatilityLower wins11.0%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFVD · VIG

0.5%LOW0.5%

0.5%MCD0.7%

0.4%HD1.3%

0.4%MDT0.5%

Held in common25.2%

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	+1.2%	+13.9%	+17.1%	+13.7%	+6.9%	−7.6%	$8.1B

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	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B
3	AFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.18%	+1.2%	+13.9%	+17.1%	+13.7%	+6.9%	−7.6%	$8.1B

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

FVD vs VIG

FVD

First Trust Value Line Dividend Index Fund

$13,969

VIG

Vanguard Dividend Appreciation

$16,638

MeasureFVDVIG

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield2.18%1.46%

5 years, per year+6.9%+10.7%

3 years, per year+13.7%+18.8%

Worst drop · 1Y−7.6%−7.9%

Volatility · 1Y10.9%11.0%

3–3measures won
level

25.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FVD, VIG, SCHD

Today

25.2%most shared, FVD and VIG

FVDVIGSCHD

FVD—25.2%11.6%

VIG25.2%—14.5%

SCHD11.6%14.5%—

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

FVD$218 − $62 = $156

VIG$146 − $4 = $142

KeptFee

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