FXU vs VIG5YFXUFXUAvsBVIGVIGFirst Trust Utilities AlphaDEX Fund · $762MVanguard Dividend Appreciation ETF · $109BReturns · dividends in+21.0%3 years · per year$17,730 · $16,806+18.9%+12.3%5 years · per year$17,893 · $16,596+10.7%Cost and income0.61%Expense ratio$61 · $4 on $10k · lower wins0.04%2.31%
Overlap: FXU, VIG, SCHDToday14.5%most shared, VIG and SCHDFXUVIGSCHDFXU—3.1%0.1%VIG3.1%—14.5%SCHD0.1%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FXU vs VIG5YAFXUFirst Trust Utilities AlphaDEX Fund$17,893vsVIGBVanguard Dividend Appreciation$16,596$10k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFXUFirst Trust Utilities AlphaDEX FundReadDesk0.61%2.31%0.0%+9.9%+6.5%+21.0%+12.3%−14.0%$762M2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B3SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFXUFirst Trust Utilities AlphaDEX FundReadDesk0.61%2.31%0.0%+9.9%+6.5%+21.0%+12.3%−14.0%$762M2BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.9%+18.9%+10.7%−7.9%$109.1B3SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.93%−0.2%+34.2%+36.8%+19.9%+10.4%−6.9%$123.6BEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.6%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.6%+16.0%+19.6%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 13+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+12.0%vsBSSPYSPDR+11.9%Jan 1Nov 13+12.0%+11.9%+12.0%Year to date+11.9%1.0%Yield1.0%$186BAssets$806B1–0SPYM winsEnd-of-day Nov 13, 2026
Overlap: FXU, VIG, SCHDToday14.5%most shared, VIG and SCHDFXUVIGSCHDFXU—3.1%0.1%VIG3.1%—14.5%SCHD0.1%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$287most kept, SCHDSCHD$293 − $6 = $287FXU$231 − $61 = $170VIG$145 − $4 = $141KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee