FXZ vs VIG

AFXZ

BVIG

Measures won0–6VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · FXZ $13,535

Lowest cost0.04%VIG · $4 on $10k

Most income1.50%VIG · $150 on $10k

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

Held in common2.5%FXZ and VIG

FXZ

VIG

First Trust Materials AlphaDEX Fund · $361MVanguard Dividend Appreciation ETF · $109B

+9.7%3 years · per year$13,198 · $16,669+18.6%

+6.2%5 years · per year$13,535 · $16,243+10.2%

0.64%Expense ratio$64 · $4 on $10k · lower wins0.04%

1.38%12-mo yield$138 · $150 on $10k1.50%

−15.2%Worst dropSmaller wins−7.9%

23.4%VolatilityLower wins10.8%

0–6VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXZ · VIG

2.8%LIN1.0%

1.9%ECL0.3%

1.0%APD0.3%

2.8%FAST0.3%

Held in common2.5%

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.38%	+1.0%	+16.4%	+28.0%	+9.7%	+6.2%	−15.2%	$361M

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	AFXZ	First Trust Materials AlphaDEX FundRead Desk		0.64%	1.38%	+1.0%	+16.4%	+28.0%	+9.7%	+6.2%	−15.2%	$361M

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

FXZ vs VIG

FXZ

First Trust Materials AlphaDEX Fund

$13,535

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFXZVIG

Fee0.64%0.04%

Cost on $10k a year$64$4

Yield1.38%1.50%

5 years, per year+6.2%+10.2%

3 years, per year+9.7%+18.6%

Worst drop · 1Y−15.2%−7.9%

Volatility · 1Y23.4%10.8%

6–0measures won
VIG first

2.5%

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: FXZ, VIG

Today

2.5%most shared, FXZ and VIG

FXZVIG

FXZ—2.5%

VIG2.5%—

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

FXZ$138 − $64 = $74

KeptFee

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