COWZ vs FDL

ACOWZ

BFDL

Measures won1–5FDL wins · of 6 · 5Y

$10,000 · 5Y$19,775FDL · COWZ $17,136

Lowest cost0.06%SCHD · $6 on $10k

Most income3.62%FDL · $362 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common20.4%COWZ and FDL

COWZ

FDL

Pacer US Cash Cows 100 ETF · $19.8BFirst Trust Morningstar Dividend Leaders Index Fund · $8.5B

+16.8%3 years · per year$15,926 · $19,388+24.7%

+11.4%5 years · per year$17,136 · $19,775+14.6%

0.49%Expense ratio$49 · $43 on $10k · lower wins0.43%

1.92%12-mo yield$192 · $362 on $10k3.62%

−7.6%Worst dropSmaller wins−7.2%

12.3%VolatilityLower wins12.4%

1–5FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCOWZ · FDL

2.8%ACN3.4%

2.2%MO5.0%

2.2%CVX9.3%

2.2%PFE6.5%

Held in common20.4%

End-of-day Nov 3, 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	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.62%	−1.1%	+24.2%	+30.4%	+24.7%	+14.6%	−7.2%	$8.5B
2	ACOWZ	Pacer US Cash Cows 100 ETFRead Desk	0.49%	1.92%	−0.8%	+18.9%	+24.8%	+16.8%	+11.4%	−7.6%	$19.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

All Three

5Y3 funds

#
1	BFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.62%	−1.1%	+24.2%	+30.4%	+24.7%	+14.6%	−7.2%	$8.5B
2	ACOWZ	Pacer US Cash Cows 100 ETFRead Desk	0.49%	1.92%	−0.8%	+18.9%	+24.8%	+16.8%	+11.4%	−7.6%	$19.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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

Cards for this view

COWZ vs FDL

COWZ

Pacer US Cash Cows 100

$17,136

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,775

MeasureCOWZFDL

Fee0.49%0.43%

Cost on $10k a year$49$43

Yield1.92%3.62%

5 years, per year+11.4%+14.6%

3 years, per year+16.8%+24.7%

Worst drop · 1Y−7.6%−7.2%

Volatility · 1Y12.3%12.4%

5–1measures won
FDL first

20.4%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: COWZ, FDL, SCHD

Today

35.0%most shared, FDL and SCHD

COWZFDLSCHD

COWZ—20.4%26.6%

FDL20.4%—35.0%

SCHD26.6%35.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$319most kept, FDL

FDL$362 − $43 = $319

SCHD$297 − $6 = $291

COWZ$192 − $49 = $143

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee