FDL vs IVV

AFDL

BIVV

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · VOO $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income3.64%FDL · $364 on $10k

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

Held in common5.9%FDL and IVV

FDL

IVV

First Trust Morningstar Dividend Leaders Index Fund · $8.6BiShares Core S&P 500 ETF · $850B

+23.5%3 years · per year$18,840 · $18,084+21.8%

+14.6%5 years · per year$19,777 · $17,177+11.4%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

3.64%12-mo yield$364 · $114 on $10k1.14%

−7.2%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.6%

5–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · IVV

8.4%CVX0.7%

6.3%PM0.5%

5.2%PEP0.3%

6.7%VZ0.3%

Held in common5.9%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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 IVV

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

IVV

iShares Core S&P 500

$17,177

MeasureFDLIVV

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield3.64%1.14%

5 years, per year+14.6%+11.4%

3 years, per year+23.5%+21.8%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y12.7%13.6%

5–1measures won
FDL first

5.9%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

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, IVV, VOO

Today

92.2%most shared, IVV and VOO

FDLIVVVOO

FDL—5.9%5.1%

IVV5.9%—92.2%

VOO5.1%92.2%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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