FDL vs SCHD

AFDL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,775FDL · VIG $16,495

Lowest cost0.04%VIG · $4 on $10k

Most income3.62%FDL · $362 on $10k

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

Held in common35.0%FDL and SCHD

FDL

SCHD

First Trust Morningstar Dividend Leaders Index Fund · $8.5BSchwab U.S. Dividend Equity ETF · $121B

+24.7%3 years · per year$19,388 · $17,784+21.2%

+14.6%5 years · per year$19,775 · $16,352+10.3%

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

3.62%12-mo yield$362 · $297 on $10k2.97%

−7.2%Worst dropSmaller wins−6.9%

12.4%VolatilityLower wins11.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · SCHD

9.3%CVX4.2%

5.0%PEP3.9%

6.5%VZ3.5%

3.4%ACN3.8%

Held in common35.0%

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

All Three

5Y3 funds

#
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	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

End-of-day Nov 3, 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%	3.62%	−1.1%	+24.2%	+30.4%	+24.7%	+14.6%	−7.2%	$8.5B
2	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.47%	−0.3%	+14.0%	+15.9%	+20.2%	+10.5%	−7.9%	$109.1B
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B

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 SCHD

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,775

SCHD

Schwab U.S. Dividend Equity

$16,352

MeasureFDLSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield3.62%2.97%

5 years, per year+14.6%+10.3%

3 years, per year+24.7%+21.2%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y12.4%11.4%

3–3measures won
level

35.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO 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, SCHD, VIG

Today

35.0%most shared, FDL and SCHD

FDLSCHDVIG

FDL—35.0%2.8%

SCHD35.0%—14.5%

VIG2.8%14.5%—

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

SCHD$297 − $6 = $291

VIG$147 − $4 = $143

KeptFee

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