HUSV vs VIG

AHUSV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,638VIG · HUSV $13,642

Lowest cost0.04%VIG · $4 on $10k

Most income1.46%VIG · $146 on $10k

Smallest drop−6.8%HUSV · worst fall in 1Y

Held in common22.7%HUSV and VIG

HUSV

VIG

First Trust Horizon Managed Volatility Domestic ETF · $56MVanguard Dividend Appreciation ETF · $109B

+11.6%3 years · per year$13,906 · $16,775+18.8%

+6.4%5 years · per year$13,642 · $16,638+10.7%

0.70%Expense ratio$70 · $4 on $10k · lower wins0.04%

1.38%12-mo yield$138 · $146 on $10k1.46%

−6.8%Worst dropSmaller wins−7.9%

10.3%VolatilityLower wins11.0%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsHUSV · VIG

2.2%AAPL4.9%

1.4%CSCO1.9%

1.3%COST1.8%

1.2%KO1.5%

Held in common22.7%

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.38%	+1.4%	+10.6%	+12.8%	+11.6%	+6.4%	−6.8%	$56M

End-of-day Nov 9, 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%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
2	AHUSV	First Trust Horizon Managed Volatility Domestic ETFRead Desk		0.70%	1.38%	+1.4%	+10.6%	+12.8%	+11.6%	+6.4%	−6.8%	$56M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

HUSV vs VIG

HUSV

First Trust Horizon Managed Volatility Domestic

$13,642

VIG

Vanguard Dividend Appreciation

$16,638

MeasureHUSVVIG

Fee0.70%0.04%

Cost on $10k a year$70$4

Yield1.38%1.46%

5 years, per year+6.4%+10.7%

3 years, per year+11.6%+18.8%

Worst drop · 1Y−6.8%−7.9%

Volatility · 1Y10.3%11.0%

4–2measures won
VIG first

22.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: HUSV, VIG

Today

22.7%most shared, HUSV and VIG

HUSVVIG

HUSV—22.7%

VIG22.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

HUSV$138 − $70 = $68

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee