Compare · 4 funds side by side · dividends reinvested

FDL, SMH, VIG and SCHD

FDLFirst Trust×SMHVanEck×VIGVanguard×SCHDSchwab×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$35,624SMH · best of the four

Story of the four · IncomeMost incomeFDL · 3.60% · $360 a year on $10k

Story of the four · RiskSmallest drop

FDL, SMH, VIG and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$122B2.3

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+34.3%+39.4%+48.6%+28.9%−33.1%43.1%$60.7B2.4

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.60%+24.6%+30.2%+22.5%+14.6%−7.2%12.7%$8.4B2.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+15.1%+17.8%+18.6%+10.6%−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 10, 2026 · returns include dividends · since: FDL 2006 · SMH 2011 · VIG 2006 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,805

FDL

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FDL vs SMH: Top 5 Holdings

Today

FDL

32.8%in top 5

SMH

in top 546.4%

FDLStockSMH

not top 5NVDA18.9%

not top 5TSM9.8%

8.4%CVXnot top 5

6.8%VZnot top 5

6.3%PFEnot top 5

Cost, Income and Risk

Fees: FDL, SMH, VIG, SCHD

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

SMH0.35%$35

FDL0.43%$43

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

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.3%

SMHVanEck

+34.3%

+46.3%Year to date+34.3%

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

$37.5BAssets$60.7B

2–0SOXX wins

End-of-day Nov 10, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.1%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SMH

VanEck Semiconductor ETF · $60.7B$35,624

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

FDLMeasureSMH

+24.6%Year to dateJan 1 → Nov 10+34.3%

+30.2%1 yearTotal return+39.4%

+22.5%3 years · per year$10,000 became $18,364 · $32,788+48.6%

+14.6%5 years · per year$10,000 became $19,805 · $35,624+28.9%

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

3.60%Trailing 12-mo yield$360 · $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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.1%PMnot top 5

not top 5TXN6.0%

not top 5AVGO5.9%

not top 5AMD5.8%

5.2%PEPnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

FDL vs SMH Returns, Every Period

5Y

First TrustFDL

+14.6%

5 years, per year

SMHVanEck

+28.9%

5 years, per year

FDLSMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FDL vs SCHD

YTD

First TrustFDL

+24.6%

SCHDSchwab

+33.8%

+24.6%Year to date+33.8%

−7.2%Worst drop · 1Y−6.9%

12.7%Volatility · 1Y11.8%

3.6%Yield2.9%

$8.4BAssets$122B

3–1SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yields: FDL, SMH, VIG, SCHD

1Y

3.60%highest, FDL

FundTrailing yieldYield$10k

FDL3.60%$360

SCHD2.94%$294

VIG1.46%$146

SMH0.23%$23

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$317most kept, FDL

FDL$360 − $43 = $317

SCHD$294 − $6 = $288

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDL, SMH, VIG, SCHD

Today

35.4%most shared, FDL and SCHD

FDLSMHVIGSCHD

FDL—0.0%2.8%35.4%

SMH0.0%—10.3%8.2%

VIG2.8%10.3%—14.5%

SCHD35.4%8.2%14.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+39.4%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 10, 2026 · up and left is better

Paid More vs Made More

YTD

FDLSMH

+24.6%Year to date+34.3%

3.6%Yield0.2%

+30.2%Past year+39.4%

0.43%Fee0.35%

3–1SMH wins

End-of-day Nov 10, 2026

+19.1%Year to date+15.1%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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FDL, SMH, VIG and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four