FDL vs CGDV

AFDL

BCGDV

Measures won3–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · VIG $16,243

Lowest cost0.04%VIG · $4 on $10k

Most income3.64%FDL · $364 on $10k

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

Held in common6.3%FDL and CGDV

FDL

CGDV

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

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

+14.6%5 years · per year$19,777 · […][…]

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

3.64%12-mo yield$364 · $127 on $10k1.27%

−7.2%Worst dropSmaller wins−9.7%

12.7%VolatilityLower wins13.4%

3–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · CGDV

2.7%CMCSA3.2%

6.3%PM1.7%

1.7%MDLZ1.1%

5.0%MO0.8%

Held in common6.3%

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	AFDL	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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	AFDL	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
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B
3	BCGDV	Capital Group Dividend Value ETFRead Desk	0.33%	1.27%	−0.1%	+9.6%	+12.9%	+23.5%	new	−9.7%	$39.5B

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

FDL vs CGDV

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

CGDV

Capital Group Dividend Value

[…]

MeasureFDLCGDV

Fee0.43%0.33%

Cost on $10k a year$43$33

Yield3.64%1.27%

5 years, per year+14.6%[…]

3 years, per year+23.5%+23.5%

Worst drop · 1Y−7.2%−9.7%

Volatility · 1Y12.7%13.4%

3–1measures won
FDL first

6.3%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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: FDL, CGDV, VIG

Today

29.4%most shared, CGDV and VIG

FDLCGDVVIG

FDL—6.3%2.8%

CGDV6.3%—29.4%

VIG2.8%29.4%—

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

VIG$150 − $4 = $146

CGDV$127 − $33 = $94

KeptFee

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