FDL vs VIG

AFDL

BVIG

Measures won4–2FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · SCHD $16,267

Lowest cost0.04%VIG · $4 on $10k

Most income3.64%FDL · $364 on $10k

Smallest drop−6.9%SCHD · 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

+23.5%3 years · per year$18,840 · $16,669+18.6%

+14.6%5 years · per year$19,777 · $16,243+10.2%

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

3.64%12-mo yield$364 · $150 on $10k1.50%

−7.2%Worst dropSmaller wins−7.9%

12.7%VolatilityLower wins10.8%

4–2FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · VIG

5.2%PEP0.8%

3.5%ACN0.5%

2.6%MDT0.5%

1.7%MDLZ0.3%

Held in common2.8%

End-of-day Nov 6, 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%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.4B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.50%	−0.4%	+12.1%	+14.3%	+18.6%	+10.2%	−7.9%	$109.1B

End-of-day Nov 6, 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

$19,777

VIG

Vanguard Dividend Appreciation

$16,243

MeasureFDLVIG

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield3.64%1.50%

5 years, per year+14.6%+10.2%

3 years, per year+23.5%+18.6%

Worst drop · 1Y−7.2%−7.9%

Volatility · 1Y12.7%10.8%

4–2measures won
FDL first

2.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDL, VIG, SCHD

Today

35.6%most shared, FDL and SCHD

FDLVIGSCHD

FDL—2.8%35.6%

VIG2.8%—14.5%

SCHD35.6%14.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$321most kept, FDL

FDL$364 − $43 = $321

SCHD$300 − $6 = $294

VIG$150 − $4 = $146

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee