FDL vs DGRO

AFDL

BDGRO

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,777FDL · DGRO $16,835

Lowest cost0.08%DGRO · $8 on $10k

Most income3.64%FDL · $364 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common11.3%FDL and DGRO

FDL

DGRO

First Trust Morningstar Dividend Leaders Index Fund · $8.6BiShares Core Dividend Growth ETF · $44.9B

+23.5%3 years · per year$18,840 · $17,593+20.7%

+14.6%5 years · per year$19,777 · $16,835+11.0%

0.43%Expense ratio$43 · $8 on $10k · lower wins0.08%

3.64%12-mo yield$364 · $187 on $10k1.87%

−7.2%Worst dropSmaller wins−6.5%

12.7%VolatilityLower wins10.2%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · DGRO

6.3%PM2.2%

5.2%PEP1.8%

3.5%ACN1.2%

2.6%MDT0.9%

Held in common11.3%

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

Both

5Y2 funds

#			Trend
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	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B

End-of-day Nov 6, 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%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
2	BDGRO	iShares Core Dividend Growth ETFRead Desk		0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.9B

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 DGRO

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

DGRO

iShares Core Dividend Growth

$16,835

MeasureFDLDGRO

Fee0.43%0.08%

Cost on $10k a year$43$8

Yield3.64%1.87%

5 years, per year+14.6%+11.0%

3 years, per year+23.5%+20.7%

Worst drop · 1Y−7.2%−6.5%

Volatility · 1Y12.7%10.2%

3–3measures won
level

11.3%

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, DGRO

Today

11.3%most shared, FDL and DGRO

FDLDGRO

FDL—11.3%

DGRO11.3%—

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

DGRO$187 − $8 = $179

KeptFee

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