FXU vs VIG

AFXU

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,625FXU · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income2.32%FXU · $232 on $10k

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

Held in common3.1%FXU and VIG

FXU

VIG

First Trust Utilities AlphaDEX Fund · $776MVanguard Dividend Appreciation ETF · $109B

+22.1%3 years · per year$18,195 · $16,814+18.9%

+12.0%5 years · per year$17,625 · $16,331+10.3%

0.61%Expense ratio$61 · $4 on $10k · lower wins0.04%

2.32%12-mo yield$232 · $149 on $10k1.49%

−14.0%Worst dropSmaller wins−7.9%

14.3%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFXU · VIG

1.7%NEE0.7%

0.9%WM0.3%

2.4%AEP0.3%

1.6%SRE0.2%

Held in common3.1%

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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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	AFXU	First Trust Utilities AlphaDEX FundRead Desk		0.61%	2.32%	−0.8%	+9.3%	+7.9%	+22.1%	+12.0%	−14.0%	$776M
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

FXU vs VIG

FXU

First Trust Utilities AlphaDEX Fund

$17,625

VIG

Vanguard Dividend Appreciation

$16,331

MeasureFXUVIG

Fee0.61%0.04%

Cost on $10k a year$61$4

Yield2.32%1.49%

5 years, per year+12.0%+10.3%

3 years, per year+22.1%+18.9%

Worst drop · 1Y−14.0%−7.9%

Volatility · 1Y14.3%10.8%

3–3measures won
level

3.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: FXU, VIG

Today

3.1%most shared, FXU and VIG

FXUVIG

FXU—3.1%

VIG3.1%—

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

Income After Fees on $10,000

$171most kept, FXU

FXU$232 − $61 = $171

VIG$149 − $4 = $145

KeptFee

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