AIVL vs FDL

AAIVL

BFDL

Measures won2–4FDL wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · FDL $19,777

Lowest cost0.35%SMH · $35 on $10k

Most income3.64%FDL · $364 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 · $420MFirst Trust Morningstar Dividend Leaders Index Fund · $8.6B

+18.2%3 years · per year$16,505 · $18,840+23.5%

+8.9%5 years · per year$15,310 · $19,777+14.6%

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

1.47%12-mo yield$147 · $364 on $10k3.64%

−7.9%Worst dropSmaller wins−7.2%

12.1%VolatilityLower wins12.7%

2–4FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsAIVL · FDL

2.2%MO5.0%

2.2%CMCSA2.7%

2.1%MDT2.6%

2.0%USB1.9%

Held in common11.9%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
3	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk	0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
3	AAIVL	WisdomTree U.S. AI Enhanced Value FundRead Desk	0.38%	1.47%	−0.5%	+16.9%	+20.9%	+18.2%	+8.9%	−7.9%	$420M

End-of-day Nov 6, 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

$15,310

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

MeasureAIVLFDL

Fee0.38%0.43%

Cost on $10k a year$38$43

Yield1.47%3.64%

5 years, per year+8.9%+14.6%

3 years, per year+18.2%+23.5%

Worst drop · 1Y−7.9%−7.2%

Volatility · 1Y12.1%12.7%

4–2measures won
FDL first

11.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

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

Overlap: AIVL, FDL, SMH

Today

11.9%most shared, AIVL and FDL

AIVLFDLSMH

AIVL—11.9%1.6%

FDL11.9%—0.0%

SMH1.6%0.0%—

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

Income After Fees on $10,000

$321most kept, FDL

FDL$364 − $43 = $321

AIVL$147 − $38 = $109

SMH$24 − $35 = −$11

KeptFee

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