FDL vs CGDV

AFDL

BCGDV

Measures won4–1FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL · SCHD $16,375

Lowest cost0.06%SCHD · $6 on $10k

Most income3.59%FDL · $359 on $10k

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

Held in common6.2%FDL and CGDV

FDL

CGDV

First Trust Morningstar Dividend Leaders Index Fund · $8.6BCapital Group Dividend Value ETF · $39.5B

+24.1%3 years · per year$19,114 · $19,064+24.0%

+14.9%5 years · per year$20,030 · […][…]

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

3.59%12-mo yield$359 · $127 on $10k1.27%

−7.2%Worst dropSmaller wins−9.7%

12.6%VolatilityLower wins13.4%

4–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · CGDV

2.7%CMCSA3.1%

6.5%PM1.7%

1.7%MDLZ1.0%

4.9%MO0.8%

Held in common6.2%

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

All Three

5Y3 funds

#
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

All Three

5Y3 funds

#
1	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.6B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−4.3%	+9.7%	+13.2%	+24.0%	new	−9.7%	$39.5B

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

FDL vs CGDV

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

CGDV

Capital Group Dividend Value

[…]

MeasureFDLCGDV

Fee0.43%0.33%

Cost on $10k a year$43$33

Yield3.59%1.27%

5 years, per year+14.9%[…]

3 years, per year+24.1%+24.0%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y12.6%13.4%

4–1measures won
FDL first

6.2%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDL, CGDV, SCHD

Today

35.3%most shared, FDL and SCHD

FDLCGDVSCHD

FDL—6.2%35.3%

CGDV6.2%—5.8%

SCHD35.3%5.8%—

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

SCHD$298 − $6 = $292

CGDV$127 − $33 = $94

KeptFee

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