FVD vs VYM

AFVD

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · FVD $13,965

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common30.9%FVD and VYM

FVD

VYM

First Trust Value Line Dividend Index Fund · $8.3BVanguard High Dividend Yield ETF · $78.9B

+14.6%3 years · per year$15,044 · $17,266+20.0%

+6.9%5 years · per year$13,965 · $17,002+11.2%

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

2.18%12-mo yield$218 · $230 on $10k2.30%

−7.6%Worst dropSmaller wins−6.7%

10.8%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFVD · VYM

0.4%MCD0.7%

0.4%HD1.2%

0.4%MDT0.5%

0.4%ABT0.7%

Held in common30.9%

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.3B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.18%	−1.2%	+13.5%	+16.7%	+14.6%	+6.9%	−7.6%	$8.3B

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

FVD vs VYM

FVD

First Trust Value Line Dividend Index Fund

$13,965

VYM

Vanguard High Dividend Yield

$17,002

MeasureFVDVYM

Fee0.62%0.04%

Cost on $10k a year$62$4

Yield2.18%2.30%

5 years, per year+6.9%+11.2%

3 years, per year+14.6%+20.0%

Worst drop · 1Y−7.6%−6.7%

Volatility · 1Y10.8%10.6%

6–0measures won
VYM first

30.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FVD, VYM

Today

30.9%most shared, FVD and VYM

FVDVYM

FVD—30.9%

VYM30.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

FVD$218 − $62 = $156

KeptFee

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