VIG vs FVD

AVIG

BFVD

Measures won4–2VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG · FVD $14,259

Lowest cost0.04%VIG · $4 on $10k

Most income2.16%FVD · $216 on $10k

Smallest drop−7.6%FVD · worst fall in 1Y

Held in common25.2%VIG and FVD

VIG

FVD

Vanguard Dividend Appreciation ETF · $109BFirst Trust Value Line Dividend Index Fund · $8.1B

+20.6%3 years · per year$17,533 · $15,339+15.3%

+11.2%5 years · per year$17,005 · $14,259+7.4%

0.04%Expense ratio$4 · $62 on $10k · lower wins0.62%

1.44%12-mo yield$144 · $216 on $10k2.16%

−7.9%Worst dropSmaller wins−7.6%

10.2%VolatilityLower wins10.7%

4–2VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsVIG · FVD

0.5%LOW0.4%

0.8%GILD0.4%

0.7%MCD0.4%

1.3%HD0.4%

Held in common25.2%

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

End-of-day Nov 4, 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%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	BFVD	First Trust Value Line Dividend Index FundRead Desk		0.62%	2.16%	+2.2%	+14.9%	+18.5%	+15.3%	+7.4%	−7.6%	$8.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

VIG vs FVD

VIG

Vanguard Dividend Appreciation

$17,005

FVD

First Trust Value Line Dividend Index Fund

$14,259

MeasureVIGFVD

Fee0.04%0.62%

Cost on $10k a year$4$62

Yield1.44%2.16%

5 years, per year+11.2%+7.4%

3 years, per year+20.6%+15.3%

Worst drop · 1Y−7.9%−7.6%

Volatility · 1Y10.2%10.7%

4–2measures won
VIG first

25.2%

holdings shared

Nov 4, 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 4, 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 4, 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 4, 2026

Overlap: VIG, FVD

Today

25.2%most shared, VIG and FVD

VIGFVD

VIG—25.2%

FVD25.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$154most kept, FVD

FVD$216 − $62 = $154

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee