FXN vs VIG

AFXN

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,547FXN · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income1.83%FXN · $183 on $10k

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

Held in common3.1%FXN and VIG

FXN

VIG

First Trust Energy AlphaDEX Fund · $388MVanguard Dividend Appreciation ETF · $109B

+12.8%3 years · per year$14,346 · $17,533+20.6%

+15.5%5 years · per year$20,547 · $17,005+11.2%

0.63%Expense ratio$63 · $4 on $10k · lower wins0.04%

1.83%12-mo yield$183 · $144 on $10k1.44%

−13.4%Worst dropSmaller wins−7.9%

24.1%VolatilityLower wins10.2%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXN · VIG

2.5%XOM3.0%

4.0%PSX0.5%

0.8%TPL0.1%

0.8%DTM0.1%

Held in common3.1%

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	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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	AFXN	First Trust Energy AlphaDEX FundRead Desk		0.63%	1.83%	−4.7%	+41.1%	+46.2%	+12.8%	+15.5%	−13.4%	$388M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

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

FXN vs VIG

FXN

First Trust Energy AlphaDEX Fund

$20,547

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFXNVIG

Fee0.63%0.04%

Cost on $10k a year$63$4

Yield1.83%1.44%

5 years, per year+15.5%+11.2%

3 years, per year+12.8%+20.6%

Worst drop · 1Y−13.4%−7.9%

Volatility · 1Y24.1%10.2%

4–2measures won
VIG first

3.1%

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: FXN, VIG

Today

3.1%most shared, FXN and VIG

FXNVIG

FXN—3.1%

VIG3.1%—

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

FXN$183 − $63 = $120

KeptFee

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