VIG vs FNCL

AVIG

BFNCL

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common20.2%VIG and FNCL

VIG

FNCL

Vanguard Dividend Appreciation ETF · $109BFidelity MSCI Financials Index ETF · $2.3B

+18.6%3 years · per year$16,669 · $18,650+23.1%

+10.2%5 years · per year$16,243 · $15,379+9.0%

0.04%Expense ratio$4 · $8 on $10k · lower wins0.08%

1.50%12-mo yield$150 · $160 on $10k1.60%

−7.9%Worst dropSmaller wins−14.8%

10.8%VolatilityLower wins15.3%

4–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FNCL

3.9%JPM10.0%

2.5%V7.8%

2.0%MA5.9%

1.6%BAC3.6%

Held in common20.2%

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B

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	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BFNCL	Fidelity MSCI Financials Index ETFRead Desk	0.08%	1.60%	−0.6%	+5.2%	+10.2%	+23.1%	+9.0%	−14.8%	$2.3B

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

VIG vs FNCL

VIG

Vanguard Dividend Appreciation

$16,243

FNCL

Fidelity MSCI Financials Index

$15,379

MeasureVIGFNCL

Fee0.04%0.08%

Cost on $10k a year$4$8

Yield1.50%1.60%

5 years, per year+10.2%+9.0%

3 years, per year+18.6%+23.1%

Worst drop · 1Y−7.9%−14.8%

Volatility · 1Y10.8%15.3%

4–2measures won
VIG first

20.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VIG, FNCL, VYM

Today

60.6%most shared, VIG and VYM

VIGFNCLVYM

VIG—20.2%60.6%

FNCL20.2%—20.2%

VYM60.6%20.2%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

KeptFee

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