VIG vs FVAL

AVIG

BFVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VIG $16,331

Lowest cost0.04%VIG · $4 on $10k

Most income1.47%FVAL · $147 on $10k

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

Held in common30.2%VIG and FVAL

VIG

FVAL

Vanguard Dividend Appreciation ETF · $109BFidelity Value Factor ETF · $1.4B

+20.6%3 years · per year$17,533 · $18,950+23.7%

+11.2%5 years · per year$17,005 · $18,310+12.9%

0.04%Expense ratio$4 · $15 on $10k · lower wins0.15%

1.44%12-mo yield$144 · $147 on $10k1.47%

−7.9%Worst dropSmaller wins−8.9%

10.2%VolatilityLower wins11.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · FVAL

4.9%MSFT6.5%

4.9%AAPL7.9%

4.3%AVGO2.7%

4.1%LLY2.0%

Held in common30.2%

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	BFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−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	BFVAL	Fidelity Value Factor ETFRead Desk		0.15%	1.47%	+2.0%	+16.7%	+19.9%	+23.7%	+12.9%	−8.9%	$1.4B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−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

VIG vs FVAL

VIG

Vanguard Dividend Appreciation

$17,005

FVAL

Fidelity Value Factor

$18,310

MeasureVIGFVAL

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.44%1.47%

5 years, per year+11.2%+12.9%

3 years, per year+20.6%+23.7%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.2%11.9%

3–3measures won
level

30.2%

holdings shared

Nov 5, 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 5, 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 5, 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 5, 2026

Overlap: VIG, FVAL

Today

30.2%most shared, VIG and FVAL

VIGFVAL

VIG—30.2%

FVAL30.2%—

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

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

FVAL$147 − $15 = $132

KeptFee

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