Compare · 2 funds side by side · dividends reinvested

HIAI and FDL

HIAIAi Funds×FDLFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,479FDL · best of the two

02 / 03

HIAI and FDL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Morningstar Dividend Leaders Index FundIncome · Dividend stocks0.43%3.54%+26.9%+34.4%+25.0%+15.4%−7.2%12.5%$8.5B1.0

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETFThematic · AI & semis0.87%0.00%[…][…][…][…][…][…]$21M2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: HIAI 2026 · FDL 2006

Head to Head

Swap sides Versus in desk

Head to Head

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETF · $21M[…]

HIAI

FDL

First Trust Morningstar Dividend Leaders Index Fund · $8.5B$20,479

$10,000 five years ago, dividends reinvested · they hold 4.6% in common

HIAIMeasureFDL

[…]Year to dateJan 1 → Nov 4+26.9%

[…]1 yearTotal return+34.4%

[…]3 years · per year$10,000 became […] · $19,529+25.0%

[…]5 years · per year$10,000 became […] · $20,479+15.4%

0.87%Expense ratio$87 · $43 a year on $10k · lower is better0.43%

0.00%Trailing 12-mo yield$0 · $354 a year on $10k3.54%

[…]Worst dropSmaller is better−7.2%

[…]VolatilityLower is calmer12.5%

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

0–2FDL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

HIAI vs FDL: Top 5 Holdings

Today

HIAI

31.8%in top 5

FDL

in top 533.7%

HIAIStockFDL

not top 5CVX9.0%

7.5%AAPLnot top 5

6.9%CAKEnot top 5

not top 5VZ6.7%

not top 5PM6.5%

not top 5PFE6.5%

6.0%CBOEnot top 5

6.0%MSFTnot top 5

5.5%MPCnot top 5

not top 5PEP5.1%

Held in common4.6%

End-of-day Nov 4, 2026 · share of each fund

HIAI vs FDL Returns, Every Period

Ai FundsHIAI

[…]

past year

FDLFirst Trust

+34.4%

past year

Returns […]

HIAIFDLFaded: behind in that period

0–0Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Income: HIAI vs FDL

YTD

Ai FundsHIAI

[…]

FDLFirst Trust

+26.9%

[…]Year to date+26.9%

[…]Worst drop · 1Y−7.2%

[…]Volatility · 1Y12.5%

0.0%Yield3.5%

$20.6MAssets$8.5B

1–0FDL wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HIAI, FDL

Today

0.43%lowest, FDL

FundExpense ratioFee$10k

FDL0.43%$43

HIAI0.87%$87

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: HIAI, FDL

3.54%highest, FDL

FundTrailing yieldYield$10k

FDL3.54%$354

HIAI0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$311most kept, FDL

FDL$354 − $43 = $311

HIAI$0 − $87 = −$87

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: HIAI, FDL

Today

4.6%most shared, HIAI and FDL

HIAIFDL

HIAI—4.6%

FDL4.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+34.4%FDL, at 12.5% volatility

FDLWorst drop−7.2%12.5% vol

HIAIWorst drop[…][…]

End-of-day Nov 4, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026