FXZ vs VIG5YFXZFXZAvsBVIGVIGFirst Trust Materials AlphaDEX Fund · $361MVanguard Dividend Appreciation ETF · $109BReturns · dividends in+9.3%3 years · per year$13,062 · $16,797+18.9%+5.6%5 years · per year$13,144 · $16,513+10.6%Cost and income0.64%Expense ratio$64 · $4 on $10k · lower wins0.04%1.38%12-mo yield$138 · $145 on $10k
Overlap: FXZ, VIG, SCHDToday14.5%most shared, VIG and SCHDFXZVIGSCHDFXZ—2.5%1.5%VIG2.5%—14.5%SCHD1.5%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
FXZ vs VIG5YAFXZFirst Trust Materials AlphaDEX Fund$13,144vsVIGBVanguard Dividend Appreciation$16,513$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▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3AFXZFirst Trust Materials AlphaDEX FundReadDesk0.64%1.38%−0.8%+16.4%+23.1%+9.3%+5.6%−15.2%$361MEnd-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▲▼1BVIGVanguard Dividend Appreciation ETFReadDesk0.04%1.45%0.0%+16.0%+16.3%+18.9%+10.6%−7.9%$109.1B2SCHDSchwab U.S. Dividend Equity ETFReadDesk0.06%2.92%+0.5%+34.9%+37.5%+20.2%+10.4%−6.9%$123.6B3AFXZFirst Trust Materials AlphaDEX FundReadDesk0.64%1.38%−0.8%+16.4%+23.1%+9.3%+5.6%−15.2%$361MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
DGRO vs VIGYTDiSharesDGROiSA+19.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+19.9%+16.0%+19.9%Year to date+16.0%1.8%Yield1.4%$45.9BAssets$109B2–0DGRO winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: FXZ, VIG, SCHDToday14.5%most shared, VIG and SCHDFXZVIGSCHDFXZ—2.5%1.5%VIG2.5%—14.5%SCHD1.5%14.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$286most kept, SCHDSCHD$292 − $6 = $286VIG$145 − $4 = $141FXZ$138 − $64 = $74KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee