LEGR vs VIG

ALEGR

BVIG

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,652LEGR · 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 common16.2%LEGR and VIG

LEGR

VIG

First Trust Indxx Innovative Transaction & Process ETF · $124MVanguard Dividend Appreciation ETF · $109B

+24.0%3 years · per year$19,066 · $16,669+18.6%

+10.7%5 years · per year$16,652 · $16,243+10.2%

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

1.86%12-mo yield$186 · $150 on $10k1.50%

−10.4%Worst dropSmaller wins−7.9%

15.2%VolatilityLower wins10.8%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLEGR · VIG

1.4%WMT2.1%

1.4%HD1.3%

1.1%CSCO1.9%

1.0%MA2.0%

Held in common16.2%

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 Three

5Y3 funds

#
1	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk	0.65%	1.86%	−0.8%	+10.4%	+13.9%	+24.0%	+10.7%	−10.4%	$124M
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

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

All Three

5Y3 funds

#
1	ALEGR	First Trust Indxx Innovative Transaction & Process ETFRead Desk	0.65%	1.86%	−0.8%	+10.4%	+13.9%	+24.0%	+10.7%	−10.4%	$124M
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

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

LEGR vs VIG

LEGR

First Trust Indxx Innovative Transaction & Process

$16,652

VIG

Vanguard Dividend Appreciation

$16,243

MeasureLEGRVIG

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield1.86%1.50%

5 years, per year+10.7%+10.2%

3 years, per year+24.0%+18.6%

Worst drop · 1Y−10.4%−7.9%

Volatility · 1Y15.2%10.8%

3–3measures won
level

16.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: LEGR, VIG, SCHD

Today

16.2%most shared, LEGR and VIG

LEGRVIGSCHD

LEGR—16.2%5.9%

VIG16.2%—14.5%

SCHD5.9%14.5%—

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

LEGR$186 − $65 = $121

KeptFee

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