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FTDS vs VIG

First Trust Dividend Strength ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

FTDS

First Trust Dividend Strength ETF

First Trust

Annual cost

0.70%

Fund size

$31M

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

Key differences

  • VIG costs 0.66% less per year.
  • VIG is significantly larger than FTDS — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

FTDSVIG
Annual cost (TER)0.70%0.04%
Fund size (AUM)$31M$124.6B
Since20062006
Dividend yield1.60%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.4%+21.1%
CAGR 3Y+17.0%+16.5%
CAGR 5Y+6.9%+10.6%
Sharpe 3Y0.871.02
Volatility 1Y13.16%10.18%
Max drawdown-42.47%-31.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to FTDS and VIG