FDL vs SCHD

AFDL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,777FDL · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.64%FDL · $364 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common35.6%FDL and SCHD

FDL

SCHD

First Trust Morningstar Dividend Leaders Index Fund · $8.4BSchwab U.S. Dividend Equity ETF · $120B

+23.5%3 years · per year$18,840 · $17,266+20.0%

+14.6%5 years · per year$19,777 · $16,267+10.2%

0.43%Expense ratio$43 · $6 on $10k · lower wins0.06%

3.64%12-mo yield$364 · $300 on $10k3.00%

−7.2%Worst dropSmaller wins−6.9%

12.7%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · SCHD

5.2%PEP4.0%

8.4%CVX4.0%

6.7%VZ3.6%

3.5%ACN3.9%

Held in common35.6%

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%	$8.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	IWF	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

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%	$8.4B
2	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	IWF	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 SCHD

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureFDLSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield3.64%3.00%

5 years, per year+14.6%+10.2%

3 years, per year+23.5%+20.0%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y12.7%11.7%

3–3measures won
level

35.6%

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

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

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, SCHD, IWF

Today

35.6%most shared, FDL and SCHD

FDLSCHDIWF

FDL—35.6%0.4%

SCHD35.6%—3.7%

IWF0.4%3.7%—

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

SCHD$300 − $6 = $294

IWF$39 − $18 = $21

KeptFee

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