LEGR vs VIG

ALEGR

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · LEGR $16,989

Lowest cost0.04%VIG · $4 on $10k

Most income1.81%LEGR · $181 on $10k

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

Held in common16.3%LEGR and VIG

LEGR

VIG

First Trust Indxx Innovative Transaction & Process ETF · $123MVanguard Dividend Appreciation ETF · $109B

+26.0%3 years · per year$19,985 · $17,533+20.6%

+11.2%5 years · per year$16,988 · $17,005+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

1.81%12-mo yield$181 · $144 on $10k1.44%

−10.4%Worst dropSmaller wins−7.9%

15.2%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsLEGR · VIG

1.4%WMT2.1%

1.3%HD1.3%

1.1%CSCO1.9%

1.0%V2.5%

Held in common16.3%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.81%	+3.0%	+13.4%	+16.1%	+26.0%	+11.2%	−10.4%	$123M

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk		0.65%	1.81%	+3.0%	+13.4%	+16.1%	+26.0%	+11.2%	−10.4%	$123M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LEGR vs VIG

LEGR

First Trust Indxx Innovative Transaction & Process

$16,989

VIG

Vanguard Dividend Appreciation

$17,005

MeasureLEGRVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield1.81%1.44%

5 years, per year+11.2%+11.2%

3 years, per year+26.0%+20.6%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y15.2%10.2%

3–2measures won
VIG first

16.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LEGR, VIG

Today

16.3%most shared, LEGR and VIG

LEGRVIG

LEGR—16.3%

VIG16.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

LEGR$181 − $65 = $116

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee