Compare · 2 funds side by side · dividends reinvested

FDL and COWZ

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,775FDL · best of the two

02 / 04

FDL and COWZ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.62%+24.2%+30.4%+24.7%+14.6%−7.2%12.4%$8.5B1.1

Pacer US Cash Cows 100 ETFUS Stock Styles · Large cap0.49%1.92%+18.9%+24.8%+16.8%+11.4%−7.6%12.3%$19.8B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FDL 2006 · COWZ 2016

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$19,775

FDL

COWZ

Pacer US Cash Cows 100 ETF · $19.8B$17,136

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

FDLMeasureCOWZ

+24.2%Year to dateJan 1 → Nov 3+18.9%

+30.4%1 yearTotal return+24.8%

+24.7%3 years · per year$10,000 became $19,388 · $15,926+16.8%

+14.6%5 years · per year$10,000 became $19,775 · $17,136+11.4%

0.43%Expense ratio$43 · $49 a year on $10k · lower is better0.49%

3.62%Trailing 12-mo yield$362 · $192 a year on $10k1.92%

−7.2%Worst dropSmaller is better−7.6%

12.4%VolatilityLower is calmer12.3%

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

7–1FDL wins

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

More Ways to See the Pairs

FDL vs COWZ: Top 5 Holdings

Today

FDL

34.0%in top 5

COWZ

in top 511.9%

FDLStockCOWZ

9.3%CVXnot top 5

6.5%PFEnot top 5

6.5%VZnot top 5

6.5%PMnot top 5

5.0%PEPnot top 5

not top 5ACN2.8%

not top 5LMT2.4%

not top 5GILD2.3%

not top 5MO2.2%

not top 5MPC2.2%

Held in common20.4%

End-of-day Nov 3, 2026 · share of each fund

FDL vs COWZ Returns, Every Period

First TrustFDL

+14.6%

5 years, per year

COWZPacer

+11.4%

5 years, per year

FDLCOWZFaded: behind in that period

4–0FDL wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Stocks: FDL vs COWZ

YTD

First TrustFDL

+24.2%

COWZPacer

+18.9%

+24.2%Year to date+18.9%

−7.2%Worst drop · 1Y−7.6%

12.4%Volatility · 1Y12.3%

3.6%Yield1.9%

$8.5BAssets$19.8B

3–1FDL wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDL, COWZ

Today

0.43%lowest, FDL

FundExpense ratioFee$10k

FDL0.43%$43

COWZ0.49%$49

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDL, COWZ

3.62%highest, FDL

FundTrailing yieldYield$10k

FDL3.62%$362

COWZ1.92%$192

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$319most kept, FDL

FDL$362 − $43 = $319

COWZ$192 − $49 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDL, COWZ

Today

20.4%most shared, FDL and COWZ

FDLCOWZ

FDL—20.4%

COWZ20.4%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+30.4%FDL, at 12.4% volatility

COWZWorst drop−7.6%12.3% vol

FDLWorst drop−7.2%12.4% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDLCOWZ

+24.2%Year to date+18.9%

3.6%Yield1.9%

+30.4%Past year+24.8%

0.43%Fee0.49%

4–0FDL wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026