HIAI vs FDL

AHIAI

BFDL

Measures won0–2FDL wins · of 6 · 5Y

$10,000 · 5Y$20,030FDL

Lowest cost0.43%FDL · $43 on $10k

Most income3.59%FDL · $359 on $10k

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

Held in common4.6%HIAI and FDL

HIAI

FDL

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETF · $26MFirst Trust Morningstar Dividend Leaders Index Fund · $8.6B

[…]3 years · per year[…] · $19,114+24.1%

[…]5 years · per year[…] · $20,030+14.9%

0.87%Expense ratio$87 · $43 on $10k · lower wins0.43%

0.00%12-mo yield$0 · $359 on $10k3.59%

[…]Worst dropSmaller wins−7.2%

[…]VolatilityLower wins12.6%

0–2FDL wins

$10,000 · 5 yearsOne scale

Shared top holdingsHIAI · FDL

3.2%MO4.9%

1.4%PM6.5%

Held in common4.6%

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	BFDL	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	AHIAI	ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETFRead Desk		0.87%	0.00%	−4.3%	new	new	new	new	[…]	$26M

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	BFDL	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	AHIAI	ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed ETFRead Desk		0.87%	0.00%	−4.3%	new	new	new	new	[…]	$26M

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

HIAI vs FDL

HIAI

ETF Opportunities Trust - Ai Funds High Conviction US Equity AI-Managed

[…]

FDL

First Trust Morningstar Dividend Leaders Index Fund

$20,030

MeasureHIAIFDL

Fee0.87%0.43%

Cost on $10k a year$87$43

Yield0.00%3.59%

5 years, per year[…]+14.9%

3 years, per year[…]+24.1%

Worst drop · 1Y[…]−7.2%

Volatility · 1Y[…]12.6%

2–0measures won
FDL first

4.6%

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%

$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

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

Overlap: HIAI, FDL

Today

4.6%most shared, HIAI and FDL

HIAIFDL

HIAI—4.6%

FDL4.6%—

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

HIAI$0 − $87 = −$87

KeptFee

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