FDL vs SPYM

AFDL

BSPYM

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL · SPYM $17,164

Lowest cost0.02%SPYM · $2 on $10k

Most income3.59%FDL · $359 on $10k

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

Held in common5.7%FDL and SPYM

FDL

SPYM

First Trust Morningstar Dividend Leaders Index Fund · $8.4BState Street SPDR Portfolio S&P 500 ETF · $182B

+24.1%3 years · per year$19,114 · $18,222+22.1%

+14.9%5 years · per year$20,030 · $17,164+11.4%

0.43%Expense ratio$43 · $2 on $10k · lower wins0.02%

3.59%12-mo yield$359 · $106 on $10k1.06%

−7.2%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.6%

5–1FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · SPYM

8.5%CVX0.6%

6.5%PM0.5%

5.1%PEP0.3%

6.6%VZ0.3%

Held in common5.7%

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

Both

5Y2 funds

#			Trend
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%	$8.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

End-of-day Nov 5, 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%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B

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 SPYM

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureFDLSPYM

Fee0.43%0.02%

Cost on $10k a year$43$2

Yield3.59%1.06%

5 years, per year+14.9%+11.4%

3 years, per year+24.1%+22.1%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y12.6%13.6%

5–1measures won
FDL first

5.7%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDL, SPYM

Today

5.7%most shared, FDL and SPYM

FDLSPYM

FDL—5.7%

SPYM5.7%—

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

SPYM$106 − $2 = $104

KeptFee

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