VIG vs FVAL

AVIG

BFVAL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$17,546FVAL · VIG $16,331

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%FVAL · $153 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

+18.9%3 years · per year$16,814 · $18,176+22.0%

+10.3%5 years · per year$16,331 · $17,546+11.9%

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

1.49%12-mo yield$149 · $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%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

All Three

5Y3 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

All Three

5Y3 funds

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.53%	−3.5%	+12.7%	+16.8%	+22.0%	+11.9%	−8.9%	$1.4B
2	AVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B

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

$16,331

FVAL

Fidelity Value Factor

$17,546

MeasureVIGFVAL

Fee0.04%0.15%

Cost on $10k a year$4$15

Yield1.49%1.53%

5 years, per year+10.3%+11.9%

3 years, per year+18.9%+22.0%

Worst drop · 1Y−7.9%−8.9%

Volatility · 1Y10.8%12.4%

3–2measures won
VIG first

30.2%

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

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%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: VIG, FVAL, VUG

Today

42.7%most shared, FVAL and VUG

VIGFVALVUG

VIG—30.2%26.4%

FVAL30.2%—42.7%

VUG26.4%42.7%—

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

FVAL$153 − $15 = $138

VUG$43 − $3 = $40

KeptFee

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