FXR vs VIG

AFXR

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FXR $15,574

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 common9.0%FXR and VIG

FXR

VIG

First Trust Industrials/Producer Durables AlphaDEX Fund · $726MVanguard Dividend Appreciation ETF · $109B

+19.3%3 years · per year$16,980 · $17,533+20.6%

+9.3%5 years · per year$15,574 · $17,005+11.2%

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

0.74%12-mo yield$74 · $144 on $10k1.44%

−13.7%Worst dropSmaller wins−7.9%

19.2%VolatilityLower wins10.2%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXR · VIG

0.7%ETN0.7%

0.7%V2.5%

1.1%ACN0.5%

0.5%LMT0.5%

Held in common9.0%

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	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.2%	+12.5%	+16.0%	+19.3%	+9.3%	−13.7%	$726M

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	AFXR	First Trust Industrials/Producer Durables AlphaDEX FundRead Desk		0.60%	0.74%	+0.2%	+12.5%	+16.0%	+19.3%	+9.3%	−13.7%	$726M

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

FXR vs VIG

FXR

First Trust Industrials/Producer Durables AlphaDEX Fund

$15,574

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFXRVIG

Fee0.60%0.04%

Cost on $10k a year$60$4

Yield0.74%1.44%

5 years, per year+9.3%+11.2%

3 years, per year+19.3%+20.6%

Worst drop · 1Y−13.7%−7.9%

Volatility · 1Y19.2%10.2%

6–0measures won
VIG first

9.0%

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: FXR, VIG

Today

9.0%most shared, FXR and VIG

FXRVIG

FXR—9.0%

VIG9.0%—

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

FXR$74 − $60 = $14

KeptFee

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