FDL vs SMH

AFDL

BSMH

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$36,298SMH · FDL $19,815

Lowest cost0.04%VIG · $4 on $10k

Most income3.61%FDL · $361 on $10k

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

Held in common0.0%FDL and SMH

FDL

SMH

First Trust Morningstar Dividend Leaders Index Fund · $8.4BVanEck Semiconductor ETF · $60.7B

+22.8%3 years · per year$18,502 · $33,815+50.1%

+14.7%5 years · per year$19,815 · $36,298+29.4%

0.43%Expense ratio$43 · $35 on $10k · lower wins0.35%

3.61%12-mo yield$361 · $23 on $10k0.23%

−7.2%Worst dropSmaller wins−33.1%

12.7%VolatilityLower wins43.1%

3–3Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDL · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	AFDL	First Trust Morningstar Dividend Leaders Index FundRead Desk	0.43%	3.61%	+0.6%	+24.3%	+31.3%	+22.8%	+14.7%	−7.2%	$8.4B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+2.4%	+14.8%	+17.6%	+18.8%	+10.7%	−7.9%	$109.1B
4	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.96%	+1.4%	+33.2%	+39.1%	+19.6%	+10.5%	−6.9%	$119.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDL vs SMH

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,815

SMH

VanEck Semiconductor

$36,298

MeasureFDLSMH

Fee0.43%0.35%

Cost on $10k a year$43$35

Yield3.61%0.23%

5 years, per year+14.7%+29.4%

3 years, per year+22.8%+50.1%

Worst drop · 1Y−7.2%−33.1%

Volatility · 1Y12.7%43.1%

3–3measures won
level

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDL, SMH, SCHD, VIG

Today

35.5%most shared, FDL and SCHD

FDLSMHSCHDVIG

FDL—0.0%35.5%2.8%

SMH0.0%—8.2%10.3%

SCHD35.5%8.2%—14.5%

VIG2.8%10.3%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$318most kept, FDL

FDL$361 − $43 = $318

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

SMH$23 − $35 = −$12

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee