FDL vs VOO

AFDL

BVOO

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$20,479FDL · VOO $18,115

Lowest cost0.03%VOO · $3 on $10k

Most income3.54%FDL · $354 on $10k

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

Held in common5.1%FDL and VOO

FDL

VOO

First Trust Morningstar Dividend Leaders Index Fund · $8.5BVanguard S&P 500 ETF · $1.00T

+25.0%3 years · per year$19,529 · $19,172+24.2%

+15.4%5 years · per year$20,479 · $18,115+12.6%

0.43%Expense ratio$43 · $3 on $10k · lower wins0.03%

3.54%12-mo yield$354 · $105 on $10k1.05%

−7.2%Worst dropSmaller wins−8.9%

12.5%VolatilityLower wins12.8%

5–1FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · VOO

9.0%CVX0.6%

6.5%PM0.5%

6.7%VZ0.3%

5.1%PEP0.3%

Held in common5.1%

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%	$8.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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%	$8.5B
2	BVOO	Vanguard S&P 500 ETFRead Desk		0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T

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 VOO

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,479

VOO

Vanguard S&P 500

$18,115

MeasureFDLVOO

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield3.54%1.05%

5 years, per year+15.4%+12.6%

3 years, per year+25.0%+24.2%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y12.5%12.8%

5–1measures won
FDL first

5.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: FDL, VOO

Today

5.1%most shared, FDL and VOO

FDLVOO

FDL—5.1%

VOO5.1%—

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

VOO$105 − $3 = $102

KeptFee

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