FDL vs IWF

AFDL

BIWF

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income3.64%FDL · $364 on $10k

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

Held in common0.4%FDL and IWF

FDL

IWF

First Trust Morningstar Dividend Leaders Index Fund · $8.4BiShares Russell 1000 Growth ETF · $115B

+23.5%3 years · per year$18,840 · $17,022+19.4%

+14.6%5 years · per year$19,777 · $15,442+9.1%

0.43%Expense ratio$43 · $18 on $10k · lower wins0.18%

3.64%12-mo yield$364 · $39 on $10k0.39%

−7.2%Worst dropSmaller wins−14.6%

12.7%VolatilityLower wins19.4%

5–1FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · IWF

2.1%BX0.2%

0.7%ARES0.1%

5.2%PEP0.1%

1.1%KMB0.0%

Held in common0.4%

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%	$8.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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%	$8.4B
2	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 IWF

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

IWF

iShares Russell 1000 Growth

$15,442

MeasureFDLIWF

Fee0.43%0.18%

Cost on $10k a year$43$18

Yield3.64%0.39%

5 years, per year+14.6%+9.1%

3 years, per year+23.5%+19.4%

Worst drop · 1Y−7.2%−14.6%

Volatility · 1Y12.7%19.4%

5–1measures won
FDL first

0.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDL, IWF

Today

0.4%most shared, FDL and IWF

FDLIWF

FDL—0.4%

IWF0.4%—

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

IWF$39 − $18 = $21

KeptFee

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