ILDR vs VIG

AILDR

BVIG

Measures won1–5VIG wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common13.6%ILDR and VIG

ILDR

VIG

First Trust Innovation Leaders ETF · $316MVanguard Dividend Appreciation ETF · $109B

+26.9%3 years · per year$20,427 · $16,669+18.6%

+8.7%5 years · per year$15,165 · $16,243+10.2%

0.75%Expense ratio$75 · $4 on $10k · lower wins0.04%

0.00%12-mo yield$0 · $150 on $10k1.50%

−18.7%Worst dropSmaller wins−7.9%

26.8%VolatilityLower wins10.8%

1–5VIG wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsILDR · VIG

4.2%LLY4.1%

3.5%MSFT4.9%

3.4%AVGO4.3%

2.5%ORCL1.1%

Held in common13.6%

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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
4	AILDR	First Trust Innovation Leaders ETFRead Desk	0.75%	0.00%	+2.4%	+3.0%	+0.2%	+26.9%	+8.7%	−18.7%	$316M

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

ILDR vs VIG

ILDR

First Trust Innovation Leaders

$15,165

VIG

Vanguard Dividend Appreciation

$16,243

MeasureILDRVIG

Fee0.75%0.04%

Cost on $10k a year$75$4

Yield0.00%1.50%

5 years, per year+8.7%+10.2%

3 years, per year+26.9%+18.6%

Worst drop · 1Y−18.7%−7.9%

Volatility · 1Y26.8%10.8%

5–1measures won
VIG first

13.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX 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%

$44.7BAssets$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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: ILDR, VIG, SMH, SCHD

Today

22.9%most shared, ILDR and SMH

ILDRVIGSMHSCHD

ILDR—13.6%22.9%0.0%

VIG13.6%—10.3%14.5%

SMH22.9%10.3%—7.9%

SCHD0.0%14.5%7.9%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

SMH$24 − $35 = −$11

ILDR$0 − $75 = −$75

KeptFee

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