FDL vs VIG

AFDL

BVIG

Measures won4–2FDL wins · of 6 · 5Y

$10,000 · 5Y$20,479FDL · VIG $17,005

Lowest cost0.04%VIG · $4 on $10k

Most income3.54%FDL · $354 on $10k

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

Held in common2.8%FDL and VIG

FDL

VIG

First Trust Morningstar Dividend Leaders Index Fund · $8.4BVanguard Dividend Appreciation ETF · $109B

+25.0%3 years · per year$19,529 · $17,533+20.6%

+15.4%5 years · per year$20,479 · $17,005+11.2%

0.43%Expense ratio$43 · $4 on $10k · lower wins0.04%

3.54%12-mo yield$354 · $144 on $10k1.44%

−7.2%Worst dropSmaller wins−7.9%

12.5%VolatilityLower wins10.2%

4–2FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · VIG

5.1%PEP0.8%

3.4%ACN0.5%

2.4%MDT0.5%

1.7%MDLZ0.3%

Held in common2.8%

End-of-day Nov 4, 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%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 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%	3.54%	+2.2%	+26.9%	+34.4%	+25.0%	+15.4%	−7.2%	$8.4B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDL vs VIG

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,479

VIG

Vanguard Dividend Appreciation

$17,005

MeasureFDLVIG

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield3.54%1.44%

5 years, per year+15.4%+11.2%

3 years, per year+25.0%+20.6%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y12.5%10.2%

4–2measures won
FDL first

2.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDL, VIG

Today

2.8%most shared, FDL and VIG

FDLVIG

FDL—2.8%

VIG2.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$311most kept, FDL

FDL$354 − $43 = $311

VIG$144 − $4 = $140

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee