VIG vs FVD

AVIG

BFVD

Measures won3–2VIG wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common25.2%VIG and FVD

VIG

FVD

Vanguard Dividend Appreciation ETF · $109BFirst Trust Value Line Dividend Index Fund · $8.3B

+18.6%3 years · per year$16,669 · $14,781+13.9%

+10.2%5 years · per year$16,243 · $13,865+6.8%

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

1.50%12-mo yield$150 · $220 on $10k2.20%

−7.9%Worst dropSmaller wins−7.6%

10.8%VolatilityLower wins10.8%

3–2VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVIG · FVD

0.5%LOW0.5%

0.7%MCD0.4%

0.5%MDT0.4%

1.3%HD0.4%

Held in common25.2%

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	BFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$120.5B
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	BFVD	First Trust Value Line Dividend Index FundRead Desk	0.62%	2.20%	−0.9%	+12.5%	+15.3%	+13.9%	+6.8%	−7.6%	$8.3B

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 FVD

VIG

Vanguard Dividend Appreciation

$16,243

FVD

First Trust Value Line Dividend Index Fund

$13,865

MeasureVIGFVD

Fee0.04%0.62%

Cost on $10k a year$4$62

Yield1.50%2.20%

5 years, per year+10.2%+6.8%

3 years, per year+18.6%+13.9%

Worst drop · 1Y−7.9%−7.6%

Volatility · 1Y10.8%10.8%

3–2measures won
VIG first

25.2%

holdings shared

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: VIG, FVD, SCHD

Today

25.2%most shared, VIG and FVD

VIGFVDSCHD

VIG—25.2%14.5%

FVD25.2%—11.6%

SCHD14.5%11.6%—

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

FVD$220 − $62 = $158

VIG$150 − $4 = $146

KeptFee

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