Compare · 3 funds side by side · dividends reinvested

FDL, VIG and SCHD

FDLFirst Trust×VIGVanguard×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5k$20kFDL$19,777SCHD$16,267VIG$16,243Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,777FDL · best of the three
02 / 04

FDL, VIG 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%$120B1.6
First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.64%+23.5%+30.6%+23.5%+14.6%−7.2%12.7%$8.4B1.9
Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B2.5
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 · VIG 2006 · SCHD 2011
@TheETFTracker·theetftracker.com

Head to Head

5Y
First Trust Morningstar Dividend Leaders Index Fund · $8.4B$19,777
FDL
VIG
Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 2.8% in common

FDLMeasureVIG
+23.5%Year to dateJan 1 → Nov 6+12.1%
+30.6%1 yearTotal return+14.3%
+23.5%3 years · per year$10,000 became $18,840 · $16,669+18.6%
+14.6%5 years · per year$10,000 became $19,777 · $16,243+10.2%
0.43%Expense ratio$43 · $4 a year on $10k · lower is better0.04%
3.64%Trailing 12-mo yield$364 · $150 a year on $10k1.50%
−7.2%Worst dropSmaller is better−7.9%
12.7%VolatilityLower is calmer10.8%
FDLVIG Winner of the row, in its colourEach row: the bigger of the two fills its side
6–2FDL wins
End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

FDL vs VIG: Top 5 Holdings

Today
FDL
33.1%in top 5
VIG
in top 522.1%
FDLStockVIG
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
not top 5MSFT4.9%
not top 5AAPL4.9%
not top 5AVGO4.3%
not top 5LLY4.1%
not top 5JPM3.9%
Held in common2.8%
End-of-day Nov 6, 2026 · share of each fund
@TheETFTracker·theetftracker.com

FDL vs VIG Returns, Every Period

5Y
First TrustFDL
+14.6%
5 years, per year
VIGVanguard
+10.2%
5 years, per year
0%+10%+20%+30%+40%+23.5%+12.1%YTD+30.6%+14.3%1 year+23.5%+18.6%3 yrs · yr+14.6%+10.2%5 yrs · yr
FDLVIGFaded: behind in that period
4–0FDL wins
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

FDL vs SCHD

YTD
First TrustFDL
+23.5%
SCHDSchwab
+31.4%
Jan 1Nov 6+23.5%+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
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FDL, VIG, SCHD

Today
0.04%lowest, VIG
FundExpense ratioFee$10k
VIG0.04%$4
SCHD0.06%$6
FDL0.43%$43
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FDL, VIG, SCHD

1Y
3.64%highest, FDL
FundTrailing yieldYield$10k
FDL3.64%$364
SCHD3.00%$300
VIG1.50%$150
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$321most kept, FDL
FDL$364 − $43 = $321
SCHD$300 − $6 = $294
VIG$150 − $4 = $146
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FDL, VIG, SCHD

Today
35.6%most shared, FDL and SCHD
FDLVIGSCHD
FDL—2.8%35.6%
VIG2.8%—14.5%
SCHD35.6%14.5%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%Volatility · 1 year → bumpierSCHD +37.0%FDL +30.6%VIG +14.3%
VIGWorst drop−7.9%10.8% vol
SCHDWorst drop−6.9%11.7% vol
FDLWorst drop−7.2%12.7% vol
End-of-day Nov 6, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
FDLSCHD
Jan 1Nov 6+23.5%+31.4%
+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
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com

SPYM vs SPY

YTD
SPDRSPYM
+8.8%
SPYSPDR
+8.7%
Jan 1Nov 6+8.8%+8.7%
+8.8%Year to date+8.7%
1.1%Yield1.0%
$178BAssets$778B
2–0SPYM wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com