FDL vs CGDV

AFDL

BCGDV

Measures won3–2FDL wins · of 6 · 5Y

$10,000 · 5Y$20,479FDL

Lowest cost0.33%CGDV · $33 on $10k

Most income3.54%FDL · $354 on $10k

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

Held in common6.1%FDL and CGDV

FDL

CGDV

First Trust Morningstar Dividend Leaders Index Fund · $8.5BCapital Group Dividend Value ETF · $38.8B

+25.0%3 years · per year$19,529 · $20,044+26.1%

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

0.43%Expense ratio$43 · $33 on $10k · lower wins0.33%

3.54%12-mo yield$354 · $122 on $10k1.22%

−7.2%Worst dropSmaller wins−9.7%

12.5%VolatilityLower wins12.6%

3–2FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · CGDV

2.6%CMCSA3.0%

6.5%PM1.7%

1.7%MDLZ1.0%

5.0%MO0.8%

Held in common6.1%

End-of-day Nov 4, 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	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk		0.43%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.5B
2	BCGDV	Capital Group Dividend Value ETFRead Desk		0.33%	1.22%	+1.4%	+14.6%	+17.5%	+26.1%	new	−9.7%	$38.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDL vs CGDV

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,479

CGDV

Capital Group Dividend Value

[…]

MeasureFDLCGDV

Fee0.43%0.33%

Cost on $10k a year$43$33

Yield3.54%1.22%

5 years, per year+15.4%[…]

3 years, per year+25.0%+26.1%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y12.5%12.6%

3–2measures won
FDL first

6.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FDL, CGDV

Today

6.1%most shared, FDL and CGDV

FDLCGDV

FDL—6.1%

CGDV6.1%—

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

Income After Fees on $10,000

$311most kept, FDL

FDL$354 − $43 = $311

CGDV$122 − $33 = $89

KeptFee

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