Compare · 2 funds side by side · dividends reinvested

FDL and QQQ

FDLFirst Trust×QQQInvesco×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,815FDL · best of the two

02 / 04

FDL and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.61%+24.3%+31.3%+22.8%+14.7%−7.2%12.7%$8.4B1.3

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.46%+11.0%+11.6%+23.9%+12.6%−14.8%21.5%$446B1.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDL 2006 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,815

FDL

QQQ

Invesco QQQ Trust, Series 1 · $446B$18,068

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

FDLMeasureQQQ

+24.3%Year to dateJan 1 → Nov 9+11.0%

+31.3%1 yearTotal return+11.6%

+22.8%3 years · per year$10,000 became $18,502 · $19,011+23.9%

+14.7%5 years · per year$10,000 became $19,815 · $18,068+12.6%

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

3.61%Trailing 12-mo yield$361 · $46 a year on $10k0.46%

−7.2%Worst dropSmaller is better−14.8%

12.7%VolatilityLower is calmer21.5%

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

6–2FDL wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDL vs QQQ: Top 5 Holdings

Today

FDL

33.2%in top 5

QQQ

in top 531.4%

FDLStockQQQ

8.5%CVXnot top 5

not top 5AAPL8.5%

not top 5NVDA7.7%

6.8%VZnot top 5

not top 5MSFT6.7%

6.4%PFEnot top 5

6.2%PMnot top 5

5.2%PEPnot top 5

not top 5AMZN4.8%

not top 5MU3.7%

Held in common2.1%

End-of-day Nov 9, 2026 · share of each fund

FDL vs QQQ Returns, Every Period

First TrustFDL

+14.7%

5 years, per year

QQQInvesco

+12.6%

5 years, per year

FDLQQQFaded: behind in that period

3–1FDL wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Income vs Core: FDL vs QQQ

YTD

First TrustFDL

+24.3%

QQQInvesco

+11.0%

+24.3%Year to date+11.0%

−7.2%Worst drop · 1Y−14.8%

12.7%Volatility · 1Y21.5%

3.6%Yield0.5%

$8.4BAssets$446B

4–0FDL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDL, QQQ

Today

0.18%lowest, QQQ

FundExpense ratioFee$10k

QQQ0.18%$18

FDL0.43%$43

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDL, QQQ

3.61%highest, FDL

FundTrailing yieldYield$10k

FDL3.61%$361

QQQ0.46%$46

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

QQQ$46 − $18 = $28

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDL, QQQ

Today

2.1%most shared, FDL and QQQ

FDLQQQ

FDL—2.1%

QQQ2.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.3%FDL, at 12.7% volatility

FDLWorst drop−7.2%12.7% vol

QQQWorst drop−14.8%21.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FDLQQQ

+24.3%Year to date+11.0%

3.6%Yield0.5%

+31.3%Past year+11.6%

0.43%Fee0.18%

3–1FDL wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

QQQM vs QQQ

YTD

InvescoQQQM

+10.9%

QQQInvesco

+11.0%

+10.9%Year to date+11.0%

0.15% · $15Fee · on $10k a year0.18% · $18

$103BAssets$446B

1–1level

End-of-day Nov 9, 2026

TQQQ vs QQQ

YTD

ProSharesTQQQ

+9.9%

QQQInvesco

+11.0%

+9.9%Year to date+11.0%

0.94% · $94Fee · on $10k a year0.18% · $18

$29.1BAssets$446B

2–0QQQ wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026