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

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

COWZ

FDL

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

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

COWZMeasureFDL

+18.9%Year to dateJan 1 → Nov 3+24.2%

+24.8%1 yearTotal return+30.4%

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

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

0.49%Expense ratio$49 · $43 a year on $10k · lower is better0.43%

1.92%Trailing 12-mo yield$192 · $362 a year on $10k3.62%

−7.6%Worst dropSmaller is better−7.2%

12.3%VolatilityLower is calmer12.4%

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

1–7FDL wins

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

More Ways to See the Pairs

COWZ vs FDL: Top 5 Holdings

Today

COWZ

11.9%in top 5

FDL

in top 534.0%

COWZStockFDL

not top 5CVX9.3%

not top 5PFE6.5%

not top 5VZ6.5%

not top 5PM6.5%

not top 5PEP5.0%

2.8%ACNnot top 5

2.4%LMTnot top 5

2.3%GILDnot top 5

2.2%MOnot top 5

2.2%MPCnot top 5

Held in common20.4%

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

COWZ vs FDL Returns, Every Period

PacerCOWZ

+11.4%

5 years, per year

FDLFirst Trust

+14.6%

5 years, per year

COWZFDLFaded: behind in that period

0–4FDL wins

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

Stocks vs Income: COWZ vs FDL

YTD

PacerCOWZ

+18.9%

FDLFirst Trust

+24.2%

+18.9%Year to date+24.2%

−7.6%Worst drop · 1Y−7.2%

12.3%Volatility · 1Y12.4%

1.9%Yield3.6%

$19.8BAssets$8.5B

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