Compare · 3 funds side by side · dividends reinvested

FDL, CGDV and VYM

FDLFirst Trust×CGDVCapital Group×VYMVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,805FDL · best of the three

Story of the three · IncomeMost incomeFDL · 3.60% · $360 a year on $10k

Story of the three · RiskSmallest drop

FDL, CGDV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.60%+24.6%+30.2%+22.5%+14.6%−7.2%12.7%$8.4B1.6

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.9%+19.4%+19.6%+11.5%−6.7%10.8%$78.9B1.8

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.24%+12.1%+15.4%+23.3%[…]−9.7%13.5%$37.8B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: FDL 2006 · CGDV 2022 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,805

FDL

CGDV

Capital Group Dividend Value ETF · $37.8B[…]

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

FDL

More Ways to See the Pairs

FDL vs CGDV: Top 5 Holdings

Today

FDL

32.8%in top 5

CGDV

in top 524.3%

FDLStockCGDV

8.4%CVXnot top 5

not top 5MSFT6.9%

6.8%VZnot top 5

6.3%PFEnot top 5

6.1%PMnot top 5

Cost, Income and Risk

Fees: FDL, CGDV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

CGDV0.33%$33

FDL0.43%$43

End-of-day Nov 10, 2026 · fee on $10,000 a year

Yields: FDL, CGDV, VYM

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

CGDV

+24.6%Year to dateJan 1 → Nov 10+12.1%

+30.2%1 yearTotal return+15.4%

+22.5%3 years · per year$10,000 became $18,364 · $18,754+23.3%

+14.6%5 years · per year$10,000 became $19,805 · […][…]

0.43%Expense ratio$43 · $33 a year on $10k · lower is better0.33%

3.60%Trailing 12-mo yield$360 · $124 a year on $10k1.24%

−7.2%Worst dropSmaller is better−9.7%

12.7%VolatilityLower is calmer13.5%

FDLCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

5–2FDL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5NVDA5.6%

5.2%PEPnot top 5

not top 5AVGO4.4%

not top 5META4.2%

not top 5GE3.2%

Held in common6.1%

End-of-day Nov 10, 2026 · share of each fund

FDL vs CGDV Returns, Every Period

1Y

First TrustFDL

+30.2%

past year

CGDVCapital Group

+15.4%

past year

FDLCGDVFaded: behind in that period

2–1FDL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FDL vs VYM

YTD

First TrustFDL

+24.6%

VYMVanguard

+15.9%

+24.6%Year to date+15.9%

−7.2%Worst drop · 1Y−6.7%

12.7%Volatility · 1Y10.8%

3.6%Yield2.2%

$8.4BAssets$78.9B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

3.60%highest, FDL

FundTrailing yieldYield$10k

FDL3.60%$360

VYM2.25%$225

CGDV1.24%$124

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$317most kept, FDL

FDL$360 − $43 = $317

VYM$225 − $4 = $221

CGDV$124 − $33 = $91

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDL, CGDV, VYM

Today

22.9%most shared, CGDV and VYM

FDLCGDVVYM

FDL—6.1%15.1%

CGDV6.1%—22.9%

VYM15.1%22.9%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+30.2%FDL, at 12.7% volatility

VYMWorst drop−6.7%10.8% vol

FDLWorst drop−7.2%12.7% vol

CGDVWorst drop−9.7%13.5% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

FDLVYM

+24.6%Year to date+15.9%

3.6%Yield2.2%

+30.2%Past year+19.4%

0.43%Fee0.04%

3–1FDL wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

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FDL, CGDV and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three