Compare · 3 funds side by side · dividends reinvested

FDL, IWF and SCHD

FDLFirst Trust×IWFiShares×SCHDSchwab×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,777FDL · best of the three

02 / 04

FDL, IWF and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.4

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.64%+23.5%+30.6%+23.5%+14.6%−7.2%12.7%$8.4B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.9

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDL 2006 · IWF 2000 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,777

FDL

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

FDLMeasureIWF

+23.5%Year to dateJan 1 → Nov 6−5.3%

+30.6%1 yearTotal return−6.5%

+23.5%3 years · per year$10,000 became $18,840 · $17,022+19.4%

+14.6%5 years · per year$10,000 became $19,777 · $15,442+9.1%

0.43%Expense ratio$43 · $18 a year on $10k · lower is better0.18%

3.64%Trailing 12-mo yield$364 · $39 a year on $10k0.39%

−7.2%Worst dropSmaller is better−14.6%

12.7%VolatilityLower is calmer19.4%

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

7–1FDL wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDL vs IWF: Top 5 Holdings

Today

FDL

33.1%in top 5

IWF

in top 539.8%

FDLStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

8.4%CVXnot top 5

6.7%VZnot top 5

not top 5MSFT6.6%

6.4%PFEnot top 5

6.3%PMnot top 5

not top 5GOOGL5.5%

5.2%PEPnot top 5

not top 5AVGO4.5%

Held in common0.4%

End-of-day Nov 6, 2026 · share of each fund

FDL vs IWF Returns, Every Period

First TrustFDL

+14.6%

5 years, per year

IWFiShares

+9.1%

5 years, per year

FDLIWFFaded: behind in that period

4–0FDL wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDL vs SCHD

YTD

First TrustFDL

+23.5%

SCHDSchwab

+31.4%

+23.5%Year to date+31.4%

−7.2%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.7%

3.6%Yield3.0%

$8.4BAssets$120B

3–1SCHD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDL, IWF, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

IWF0.18%$18

FDL0.43%$43

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDL, IWF, SCHD

3.64%highest, FDL

FundTrailing yieldYield$10k

FDL3.64%$364

SCHD3.00%$300

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$321most kept, FDL

FDL$364 − $43 = $321

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

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

Overlap: FDL, IWF, SCHD

Today

35.6%most shared, FDL and SCHD

FDLIWFSCHD

FDL—0.4%35.6%

IWF0.4%—3.7%

SCHD35.6%3.7%—

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

Return vs Bumpiness: 3 ETFs

+37.0%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FDLWorst drop−7.2%12.7% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDLSCHD

+23.5%Year to date+31.4%

3.6%Yield3.0%

+30.6%Past year+37.0%

0.43%Fee0.06%

3–1SCHD wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026