Compare · 4 funds side by side · dividends reinvested

FDL, SMH, SCHD and VIG

FDLFirst Trust×SMHVanEck×SCHDSchwab×VIGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDL, SMH, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$120B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.4

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.61%+24.3%+31.3%+22.8%+14.7%−7.2%12.7%$8.4B2.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.9

Rank among the four1st → 4thFee, 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 · SMH 2011 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FDL

SMH

VanEck Semiconductor ETF · $60.7B$36,298

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDLMeasureSMH

+24.3%Year to dateJan 1 → Nov 9+35.3%

+31.3%1 yearTotal return+39.3%

+22.8%3 years · per year$10,000 became $18,502 · $33,815+50.1%

+14.7%5 years · per year$10,000 became $19,815 · $36,298+29.4%

0.43%Expense ratio$43 · $35 a year on $10k · lower is better0.35%

3.61%Trailing 12-mo yield$361 · $23 a year on $10k0.23%

−7.2%Worst dropSmaller is better−33.1%

12.7%VolatilityLower is calmer43.1%

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

3–5SMH 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 SMH: Top 5 Holdings

Today

FDL

33.2%in top 5

SMH

in top 547.7%

FDLStockSMH

not top 5NVDA20.7%

not top 5TSM10.0%

8.5%CVXnot top 5

6.8%VZnot top 5

6.4%PFEnot top 5

6.2%PMnot top 5

not top 5TXN5.9%

not top 5AVGO5.7%

not top 5AMD5.4%

5.2%PEPnot top 5

Held in common0.0%

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

FDL vs SMH Returns, Every Period

First TrustFDL

+14.7%

5 years, per year

SMHVanEck

+29.4%

5 years, per year

FDLSMHFaded: behind in that period

0–4SMH wins

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

FDL vs SCHD

YTD

First TrustFDL

+24.3%

SCHDSchwab

+33.2%

+24.3%Year to date+33.2%

−7.2%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.8%

3.6%Yield3.0%

$8.4BAssets$120B

3–1SCHD wins

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

Cost, Income and Risk

Fees: FDL, SMH, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

FDL0.43%$43

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

Yields: FDL, SMH, SCHD, VIG

3.61%highest, FDL

FundTrailing yieldYield$10k

FDL3.61%$361

SCHD2.96%$296

VIG1.46%$146

SMH0.23%$23

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

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

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

Overlap: FDL, SMH, SCHD, VIG

Today

35.5%most shared, FDL and SCHD

FDLSMHSCHDVIG

FDL—0.0%35.5%2.8%

SMH0.0%—8.2%10.3%

SCHD35.5%8.2%—14.5%

VIG2.8%10.3%14.5%—

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

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FDLWorst drop−7.2%12.7% vol

SMHWorst drop−33.1%43.1% vol

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

Paid More vs Made More

YTD

FDLSMH

+24.3%Year to date+35.3%

3.6%Yield0.2%

+31.3%Past year+39.3%

0.43%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026