FDL vs SCHD

AFDL

BSCHD

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,030FDL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income3.59%FDL · $359 on $10k

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

Held in common35.3%FDL and SCHD

FDL

SCHD

First Trust Morningstar Dividend Leaders Index Fund · $8.6BSchwab U.S. Dividend Equity ETF · $120B

+24.1%3 years · per year$19,114 · $17,414+20.3%

+14.9%5 years · per year$20,030 · $16,375+10.4%

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

3.59%12-mo yield$359 · $298 on $10k2.98%

−7.2%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · SCHD

8.5%CVX3.9%

5.1%PEP3.9%

6.6%VZ3.5%

3.5%ACN3.8%

Held in common35.3%

End-of-day Nov 5, 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%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 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%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.6B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$120.5B

End-of-day Nov 5, 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

$20,030

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureFDLSCHD

Fee0.43%0.06%

Cost on $10k a year$43$6

Yield3.59%2.98%

5 years, per year+14.9%+10.4%

3 years, per year+24.1%+20.3%

Worst drop · 1Y−7.2%−6.9%

Volatility · 1Y12.6%11.7%

3–3measures won
level

35.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: FDL, SCHD, VOO

Today

35.3%most shared, FDL and SCHD

FDLSCHDVOO

FDL—35.3%5.1%

SCHD35.3%—7.6%

VOO5.1%7.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, FDL

FDL$359 − $43 = $316

SCHD$298 − $6 = $292

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee