FXO vs VIG

AFXO

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FXO $15,488

Lowest cost0.04%VIG · $4 on $10k

Most income2.16%FXO · $216 on $10k

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

Held in common5.3%FXO and VIG

FXO

VIG

First Trust Financials AlphaDEX Fund · $1.1BVanguard Dividend Appreciation ETF · $109B

+23.8%3 years · per year$18,985 · $16,669+18.6%

+9.1%5 years · per year$15,488 · $16,243+10.2%

0.60%Expense ratio$60 · $4 on $10k · lower wins0.04%

2.16%12-mo yield$216 · $150 on $10k1.50%

−11.7%Worst dropSmaller wins−7.9%

15.0%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXO · VIG

0.5%BAC1.6%

1.0%CB0.5%

0.6%BNY0.4%

0.6%PNC0.4%

Held in common5.3%

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

End-of-day Nov 6, 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%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
2	AFXO	First Trust Financials AlphaDEX FundRead Desk		0.60%	2.16%	−0.8%	+9.2%	+15.0%	+23.8%	+9.1%	−11.7%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXO vs VIG

FXO

First Trust Financials AlphaDEX Fund

$15,488

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFXOVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield2.16%1.50%

5 years, per year+9.1%+10.2%

3 years, per year+23.8%+18.6%

Worst drop · 1Y−11.7%−7.9%

Volatility · 1Y15.0%10.8%

4–2measures won
VIG first

5.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FXO, VIG

Today

5.3%most shared, FXO and VIG

FXOVIG

FXO—5.3%

VIG5.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$156most kept, FXO

FXO$216 − $60 = $156

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee