FDL vs VYM

AFDL

BVYM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,030FDL · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income3.59%FDL · $359 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common15.1%FDL and VYM

FDL

VYM

First Trust Morningstar Dividend Leaders Index Fund · $8.4BVanguard High Dividend Yield ETF · $78.9B

+24.1%3 years · per year$19,114 · $17,266+20.0%

+14.9%5 years · per year$20,030 · $17,002+11.2%

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

3.59%12-mo yield$359 · $230 on $10k2.30%

−7.2%Worst dropSmaller wins−6.7%

12.6%VolatilityLower wins10.6%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDL · VYM

8.5%CVX1.6%

6.5%PM1.3%

6.6%VZ0.8%

5.1%PEP0.7%

Held in common15.1%

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

Both

5Y2 funds

#			Trend
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%	$8.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

End-of-day Nov 5, 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%	3.59%	−1.5%	+25.1%	+32.8%	+24.1%	+14.9%	−7.2%	$8.4B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B

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 VYM

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

VYM

Vanguard High Dividend Yield

$17,002

MeasureFDLVYM

Fee0.43%0.04%

Cost on $10k a year$43$4

Yield3.59%2.30%

5 years, per year+14.9%+11.2%

3 years, per year+24.1%+20.0%

Worst drop · 1Y−7.2%−6.7%

Volatility · 1Y12.6%10.6%

3–3measures won
level

15.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDL, VYM

Today

15.1%most shared, FDL and VYM

FDLVYM

FDL—15.1%

VYM15.1%—

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

VYM$230 − $4 = $226

KeptFee

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