FDL vs VUG

AFDL

BVUG

Measures won5–1FDL wins · of 6 · 5Y

$10,000 · 5Y$19,777FDL · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income3.64%FDL · $364 on $10k

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

Held in common0.2%FDL and VUG

FDL

VUG

First Trust Morningstar Dividend Leaders Index Fund · $8.4BVanguard Morningstar Growth ETF · $233B

+23.5%3 years · per year$18,840 · $18,415+22.6%

+14.6%5 years · per year$19,777 · $16,124+10.0%

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

3.64%12-mo yield$364 · $42 on $10k0.42%

−7.2%Worst dropSmaller wins−15.1%

12.7%VolatilityLower wins19.0%

5–1FDL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDL · VUG

2.1%BX0.1%

0.7%ARES0.1%

Held in common0.2%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 VUG

FDL

First Trust Morningstar Dividend Leaders Index Fund

$19,777

VUG

Vanguard Morningstar Growth

$16,124

MeasureFDLVUG

Fee0.43%0.03%

Cost on $10k a year$43$3

Yield3.64%0.42%

5 years, per year+14.6%+10.0%

3 years, per year+23.5%+22.6%

Worst drop · 1Y−7.2%−15.1%

Volatility · 1Y12.7%19.0%

5–1measures won
FDL first

0.2%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FDL, VUG, IWF

Today

78.0%most shared, VUG and IWF

FDLVUGIWF

FDL—0.2%0.4%

VUG0.2%—78.0%

IWF0.4%78.0%—

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

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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