FDL vs VOO

AFDL

BVOO

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL · VOO $17,156

Lowest cost0.03%VOO · $3 on $10k

Most income3.59%FDL · $359 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 · $8.6BVanguard S&P 500 ETF · $1.00T

+24.1%3 years · per year$19,114 · $18,224+22.1%

+14.9%5 years · per year$20,030 · $17,156+11.4%

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

3.59%12-mo yield$359 · $110 on $10k1.10%

−7.2%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.5%

5–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · VOO

8.5%CVX0.6%

6.5%PM0.5%

6.6%VZ0.3%

5.1%PEP0.3%

Held in common5.1%

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

All Three

5Y3 funds

#
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%	$8.6B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

End-of-day Nov 5, 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%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.6B
2	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B

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 VOO

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

VOO

Vanguard S&P 500

$17,156

MeasureFDLVOO

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield3.59%1.10%

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%13.5%

5–1measures won
FDL first

5.1%

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$819B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDL, VOO, IVV

Today

93.5%most shared, VOO and IVV

FDLVOOIVV

FDL—5.1%5.7%

VOO5.1%—93.5%

IVV5.7%93.5%—

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

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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