FDL vs COWZ

AFDL

BCOWZ

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,775FDL · COWZ $17,136

Lowest cost0.43%FDL · $43 on $10k

Most income3.62%FDL · $362 on $10k

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

Held in common20.4%FDL and COWZ

FDL

COWZ

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

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

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

0.43%Expense ratio$43 · $49 on $10k · lower wins0.49%

3.62%12-mo yield$362 · $192 on $10k1.92%

−7.2%Worst dropSmaller wins−7.6%

12.4%VolatilityLower wins12.3%

5–1FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · COWZ

3.4%ACN2.8%

5.0%MO2.2%

9.3%CVX2.2%

6.5%PFE2.2%

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

Both

5Y2 funds

#			Trend
1	AFDL	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	BCOWZ	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

End-of-day Nov 3, 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%	3.62%	−1.1%	+24.2%	+30.4%	+24.7%	+14.6%	−7.2%	$8.5B
2	BCOWZ	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

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

FDL vs COWZ

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,775

COWZ

Pacer US Cash Cows 100

$17,136

MeasureFDLCOWZ

Fee0.43%0.49%

Cost on $10k a year$43$49

Yield3.62%1.92%

5 years, per year+14.6%+11.4%

3 years, per year+24.7%+16.8%

Worst drop · 1Y−7.2%−7.6%

Volatility · 1Y12.4%12.3%

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: FDL, COWZ

Today

20.4%most shared, FDL and COWZ

FDLCOWZ

FDL—20.4%

COWZ20.4%—

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

COWZ$192 − $49 = $143

KeptFee

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