FDL vs VTI

AFDL

BVTI

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income3.64%FDL · $364 on $10k

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

Held in common4.9%FDL and VTI

FDL

VTI

First Trust Morningstar Dividend Leaders Index Fund · $8.6BVanguard Morningstar Total Stock Market ETF · $689B

+23.5%3 years · per year$18,840 · $18,004+21.7%

+14.6%5 years · per year$19,777 · $16,375+10.4%

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

3.64%12-mo yield$364 · $109 on $10k1.09%

−7.2%Worst dropSmaller wins−8.9%

12.7%VolatilityLower wins13.7%

5–1FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · VTI

8.4%CVX0.5%

6.3%PM0.4%

6.7%VZ0.3%

5.2%PEP0.2%

Held in common4.9%

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

Both

5Y2 funds

#			Trend
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%	$8.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

End-of-day Nov 6, 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%	3.64%	−1.2%	+23.5%	+30.6%	+23.5%	+14.6%	−7.2%	$8.6B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B

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 VTI

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureFDLVTI

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield3.64%1.09%

5 years, per year+14.6%+10.4%

3 years, per year+23.5%+21.7%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y12.7%13.7%

5–1measures won
FDL first

4.9%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD 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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FDL, VTI

Today

4.9%most shared, FDL and VTI

FDLVTI

FDL—4.9%

VTI4.9%—

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

VTI$109 − $3 = $106

KeptFee

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