FWD vs VIG

AFWD

BVIG

Measures won1–4VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.44%VIG · $144 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common17.3%FWD and VIG

FWD

VIG

Alliance Bernstein - AB Disruptors ETF · $3.1BVanguard Dividend Appreciation ETF · $109B

+33.4%3 years · per year$23,736 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

0.10%12-mo yield$10 · $144 on $10k1.44%

−21.7%Worst dropSmaller wins−7.9%

30.2%VolatilityLower wins10.2%

1–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFWD · VIG

3.3%MSFT4.9%

2.6%AVGO4.3%

2.3%LLY4.1%

1.6%MRK1.6%

Held in common17.3%

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	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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	AFWD	Alliance Bernstein - AB Disruptors ETFRead Desk		0.65%	0.10%	−1.0%	+11.9%	+6.4%	+33.4%	new	−21.7%	$3.1B

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

FWD vs VIG

FWD

Alliance Bernstein - AB Disruptors

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFWDVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield0.10%1.44%

5 years, per year[…]+11.2%

3 years, per year+33.4%+20.6%

Worst drop · 1Y−21.7%−7.9%

Volatility · 1Y30.2%10.2%

4–1measures won
VIG first

17.3%

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%

$121BAssets$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%

$45.1BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: FWD, VIG

Today

17.3%most shared, FWD and VIG

FWDVIG

FWD—17.3%

VIG17.3%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FWD$10 − $65 = −$55

KeptFee

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