AIVL vs FDL

AAIVL

BFDL

Measures won2–4FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL · AIVL $15,316

Lowest cost0.38%AIVL · $38 on $10k

Most income3.59%FDL · $359 on $10k

Smallest drop−7.2%FDL · worst fall in 1Y

Held in common11.9%AIVL and FDL

AIVL

FDL

WisdomTree U.S. AI Enhanced Value Fund · $421MFirst Trust Morningstar Dividend Leaders Index Fund · $8.4B

+18.5%3 years · per year$16,623 · $19,114+24.1%

+8.9%5 years · per year$15,316 · $20,030+14.9%

0.38%Expense ratio$38 · $43 on $10k · lower wins0.43%

1.47%12-mo yield$147 · $359 on $10k3.59%

−7.9%Worst dropSmaller wins−7.2%

12.1%VolatilityLower wins12.6%

2–4FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIVL · FDL

2.2%MO4.9%

2.2%CMCSA2.7%

2.1%MDT2.5%

2.0%USB1.9%

Held in common11.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−2.8%	+17.5%	+21.7%	+18.5%	+8.9%	−7.9%	$421M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk		0.38%	1.47%	−2.8%	+17.5%	+21.7%	+18.5%	+8.9%	−7.9%	$421M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIVL vs FDL

AIVL

WisdomTree U.S. AI Enhanced Value Fund

$15,316

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

MeasureAIVLFDL

Fee0.38%0.43%

Cost on $10k a year$38$43

Yield1.47%3.59%

5 years, per year+8.9%+14.9%

3 years, per year+18.5%+24.1%

Worst drop · 1Y−7.9%−7.2%

Volatility · 1Y12.1%12.6%

4–2measures won
FDL first

11.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: AIVL, FDL

Today

11.9%most shared, AIVL and FDL

AIVLFDL

AIVL—11.9%

FDL11.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, FDL

FDL$359 − $43 = $316

AIVL$147 − $38 = $109

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee