VIG vs FVAL

AVIG

BFVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · FVAL $17,544

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common30.2%VIG and FVAL

VIG

FVAL

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

+18.6%3 years · per year$16,669 · $17,983+21.6%

+10.2%5 years · per year$16,243 · $17,544+11.9%

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

1.50%12-mo yield$150 · $153 on $10k1.53%

−7.9%Worst dropSmaller wins−8.9%

10.8%VolatilityLower wins12.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FVAL

4.9%MSFT6.5%

4.9%AAPL8.1%

4.3%AVGO2.5%

4.1%LLY2.0%

Held in common30.2%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
3	AVIG	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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−0.2%	+12.4%	+16.0%	+21.6%	+11.9%	−8.9%	$1.4B
3	AVIG	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

VIG vs FVAL

VIG

Vanguard Dividend Appreciation

$16,243

FVAL

Fidelity Value Factor

$17,544

MeasureVIGFVAL

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.50%1.53%

5 years, per year+10.2%+11.9%

3 years, per year+18.6%+21.6%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.8%12.4%

3–2measures won
VIG first

30.2%

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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

Overlap: VIG, FVAL, VTV

Today

51.5%most shared, VIG and VTV

VIGFVALVTV

VIG—30.2%51.5%

FVAL30.2%—30.8%

VTV51.5%30.8%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VIG$150 − $4 = $146

FVAL$153 − $15 = $138

KeptFee

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