VIG vs FDM

AVIG

BFDM

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FDM $15,739

Lowest cost0.04%VIG · $4 on $10k

Most income1.52%FDM · $152 on $10k

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

Held in common0.0%VIG and FDM

VIG

FDM

Vanguard Dividend Appreciation ETF · $109BFirst Trust Dow Jones Select MicroCap Index Fund · $275M

+18.9%3 years · per year$16,814 · $18,010+21.7%

+10.3%5 years · per year$16,331 · $15,739+9.5%

0.04%Expense ratio$4 · $65 on $10k · lower wins0.65%

1.49%12-mo yield$149 · $152 on $10k1.52%

−7.9%Worst dropSmaller wins−9.3%

10.8%VolatilityLower wins17.3%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · FDM

0.0%IBCP1.3%

0.0%APOG1.6%

0.0%CCBG1.1%

0.0%SMBC1.1%

Held in common0.0%

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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

VIG vs FDM

VIG

Vanguard Dividend Appreciation

$16,331

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

MeasureVIGFDM

Fee0.04%0.65%

Cost on $10k a year$4$65

Yield1.49%1.52%

5 years, per year+10.3%+9.5%

3 years, per year+18.9%+21.7%

Worst drop · 1Y−7.9%−9.3%

Volatility · 1Y10.8%17.3%

4–1measures won
VIG first

0.0%

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: VIG, FDM

Today

0.0%most shared, VIG and FDM

VIGFDM

VIG—0.0%

FDM0.0%—

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

FDM$152 − $65 = $87

KeptFee

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