TDIV vs VIG

ATDIV

BVIG

Measures won2–4VIG wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.49%VIG · $149 on $10k

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

Held in common18.3%TDIV and VIG

TDIV

VIG

First Trust NASDAQ Technology Dividend Index Fund · $4.4BVanguard Dividend Appreciation ETF · $109B

+27.4%3 years · per year$20,674 · $16,814+18.9%

+15.4%5 years · per year$20,505 · $16,331+10.3%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

1.47%12-mo yield$147 · $149 on $10k1.49%

−16.3%Worst dropSmaller wins−7.9%

21.5%VolatilityLower wins10.8%

2–4VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · VIG

8.8%MSFT4.9%

7.0%AVGO4.3%

1.9%CSCO1.9%

9.6%TXN1.1%

Held in common18.3%

End-of-day Nov 5, 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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Both

5Y2 funds

#			Trend
1	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

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

Cards for this view

TDIV vs VIG

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

VIG

Vanguard Dividend Appreciation

$16,331

MeasureTDIVVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield1.47%1.49%

5 years, per year+15.4%+10.3%

3 years, per year+27.4%+18.9%

Worst drop · 1Y−16.3%−7.9%

Volatility · 1Y21.5%10.8%

3–2measures won
VIG first

18.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: TDIV, VIG

Today

18.3%most shared, TDIV and VIG

TDIVVIG

TDIV—18.3%

VIG18.3%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

TDIV$147 − $50 = $97

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee