FTLS vs DGRO

AFTLS

BDGRO

Measures won2–4DGRO wins · of 6 · 5Y

$10,000 · 5Y$16,835DGRO · SCHD $16,267

Lowest cost0.06%SCHD · $6 on $10k

Most income3.00%SCHD · $300 on $10k

Smallest drop−5.2%FTLS · worst fall in 1Y

Held in common26.7%FTLS and DGRO

FTLS

DGRO

First Trust Long/Short Equity ETF · $2.6BiShares Core Dividend Growth ETF · $44.7B

+12.8%3 years · per year$14,350 · $17,593+20.7%

+9.2%5 years · per year$15,549 · $16,835+11.0%

0.95%Expense ratio$95 · $8 on $10k · lower wins0.08%

0.90%12-mo yield$90 · $187 on $10k1.87%

−5.2%Worst dropSmaller wins−6.5%

8.5%VolatilityLower wins10.2%

2–4DGRO wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFTLS · DGRO

5.1%MSFT3.2%

6.8%AAPL3.1%

1.5%V1.1%

1.0%AVGO2.2%

Held in common26.7%

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

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	BDGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.87%	−0.6%	+16.6%	+20.3%	+20.7%	+11.0%	−6.5%	$44.7B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
3	AFTLS	First Trust Long/Short Equity ETFRead Desk	0.95%	0.90%	−0.1%	+5.0%	+4.6%	+12.8%	+9.2%	−5.2%	$2.6B

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

FTLS vs DGRO

FTLS

First Trust Long/Short Equity

$15,549

DGRO

iShares Core Dividend Growth

$16,835

MeasureFTLSDGRO

Fee0.95%0.08%

Cost on $10k a year$95$8

Yield0.90%1.87%

5 years, per year+9.2%+11.0%

3 years, per year+12.8%+20.7%

Worst drop · 1Y−5.2%−6.5%

Volatility · 1Y8.5%10.2%

4–2measures won
DGRO first

26.7%

holdings shared

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

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO 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: FTLS, DGRO, SCHD

Today

26.7%most shared, FTLS and DGRO

FTLSDGROSCHD

FTLS—26.7%7.8%

DGRO26.7%—21.3%

SCHD7.8%21.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

DGRO$187 − $8 = $179

FTLS$90 − $95 = −$5

KeptFee

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