Compare · 3 funds side by side · dividends reinvested

FDL, USOY and VIG

FDLFirst Trust×USOYDefiance×VIGVanguard×

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, USOY and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.64%+23.5%+30.6%+23.5%+14.6%−7.2%12.7%$8.6B1.6

Oil Enhanced Options Income ETFIncome · Dividend stocks1.12%53.52%+61.1%+60.0%[…][…]−25.5%39.0%$73M2.0

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.1

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 · USOY 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Morningstar Dividend Leaders Index Fund · $8.6B$19,777

FDL

USOY

Oil Enhanced Options Income ETF · $73M[…]

$10,000 five years ago, dividends reinvested

FDLMeasureUSOY

+23.5%Year to dateJan 1 → Nov 6+61.1%

+30.6%1 yearTotal return+60.0%

+23.5%3 years · per year$10,000 became $18,840 · […][…]

+14.6%5 years · per year$10,000 became $19,777 · […][…]

0.43%Expense ratio$43 · $112 a year on $10k · lower is better1.12%

3.64%Trailing 12-mo yield$364 · $5,352 a year on $10k53.52%

−7.2%Worst dropSmaller is better−25.5%

12.7%VolatilityLower is calmer39.0%

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

3–3Level

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 USOY: Top 5 Holdings

Today

FDL

33.1%in top 5

USOY

in top 5[…]

FDLStockUSOY

8.4%CVXnot top 5

6.7%VZnot top 5

6.4%PFEnot top 5

6.3%PMnot top 5

5.2%PEPnot top 5

Held in common[…]

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

FDL vs USOY Returns, Every Period

First TrustFDL

+30.6%

past year

USOYDefiance

+60.0%

past year

FDLUSOYFaded: behind in that period

0–2USOY wins

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

FDL vs USOY

YTD

First TrustFDL

+23.5%

USOYDefiance

+61.1%

+23.5%Year to date+61.1%

−7.2%Worst drop · 1Y−25.5%

12.7%Volatility · 1Y39.0%

3.6%Yield53.5%

$8.6BAssets$72.6M

2–2level

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

Cost, Income and Risk

Fees: FDL, USOY, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDL0.43%$43

USOY1.12%$112

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

Yields: FDL, USOY, VIG

53.52%highest, USOY

FundTrailing yieldYield$10k

USOY53.52%$5,352

FDL3.64%$364

VIG1.50%$150

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

Income After Fees on $10,000

$5,240most kept, USOY

USOY$5,352 − $112 = $5,240

FDL$364 − $43 = $321

VIG$150 − $4 = $146

KeptFee

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

Overlap: FDL, USOY, VIG

Today

2.8%most shared, FDL and VIG

FDLUSOYVIG

FDL—[…]2.8%

USOY[…]—[…]

VIG2.8%[…]—

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

Return vs Bumpiness: 3 ETFs

+60.0%USOY, at 39.0% volatility

VIGWorst drop−7.9%10.8% vol

FDLWorst drop−7.2%12.7% vol

USOYWorst drop−25.5%39.0% vol

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

Paid More vs Made More

YTD

USOYFDL

+61.1%Year to date+23.5%

53.5%Yield3.6%

+60.0%Past year+30.6%

1.12%Fee0.43%

3–1USOY 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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026