HSMV vs VIG

AHSMV

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$16,243VIG · HSMV $11,987

Lowest cost0.04%VIG · $4 on $10k

Most income4.48%HSMV · $448 on $10k

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

Held in common1.5%HSMV and VIG

HSMV

VIG

First Trust Horizon Managed Volatility Small/Mid ETF · $6MVanguard Dividend Appreciation ETF · $109B

+10.9%3 years · per year$13,623 · $16,669+18.6%

+3.7%5 years · per year$11,987 · $16,243+10.2%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

4.48%12-mo yield$448 · $150 on $10k1.50%

−9.0%Worst dropSmaller wins−7.9%

10.9%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHSMV · VIG

0.9%ITT0.1%

0.3%RGA0.1%

0.2%RNR0.1%

0.2%UNM0.1%

Held in common1.5%

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	AHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.48%	−1.0%	+5.6%	+6.9%	+10.9%	+3.7%	−9.0%	$6M

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	AHSMV	First Trust Horizon Managed Volatility Small/Mid ETFRead Desk		0.80%	4.48%	−1.0%	+5.6%	+6.9%	+10.9%	+3.7%	−9.0%	$6M

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

HSMV vs VIG

HSMV

First Trust Horizon Managed Volatility Small/Mid

$11,987

VIG

Vanguard Dividend Appreciation

$16,243

MeasureHSMVVIG

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield4.48%1.50%

5 years, per year+3.7%+10.2%

3 years, per year+10.9%+18.6%

Worst drop · 1Y−9.0%−7.9%

Volatility · 1Y10.9%10.8%

5–1measures won
VIG first

1.5%

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: HSMV, VIG

Today

1.5%most shared, HSMV and VIG

HSMVVIG

HSMV—1.5%

VIG1.5%—

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

Income After Fees on $10,000

$368most kept, HSMV

HSMV$448 − $80 = $368

VIG$150 − $4 = $146

KeptFee

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