TDIV vs ILDR

ATDIV

BILDR

Measures won6–0TDIV wins · of 6 · 5Y

$10,000 · 5Y$20,505TDIV · ILDR $14,710

Lowest cost0.50%TDIV · $50 on $10k

Most income1.47%TDIV · $147 on $10k

Smallest drop−16.3%TDIV · worst fall in 1Y

Held in common10.9%TDIV and ILDR

TDIV

ILDR

First Trust NASDAQ Technology Dividend Index Fund · $4.3BFirst Trust Innovation Leaders ETF · $334M

+27.4%3 years · per year$20,674 · $20,201+26.4%

+15.4%5 years · per year$20,505 · $14,710+8.0%

0.50%Expense ratio$50 · $75 on $10k · lower wins0.75%

1.47%12-mo yield$147 · $0 on $10k0.00%

−16.3%Worst dropSmaller wins−18.7%

21.5%VolatilityLower wins26.7%

6–0TDIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsTDIV · ILDR

7.0%AVGO3.6%

8.8%MSFT3.3%

6.7%ORCL2.4%

0.9%DELL1.0%

Held in common10.9%

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	BILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

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	ATDIV	First Trust NASDAQ Technology Dividend Index FundRead Desk		0.50%	1.47%	−5.9%	+12.6%	+11.6%	+27.4%	+15.4%	−16.3%	$4.3B
2	BILDR	First Trust Innovation Leaders ETFRead Desk		0.75%	0.00%	−7.1%	+0.5%	−1.0%	+26.4%	+8.0%	−18.7%	$334M

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

TDIV vs ILDR

TDIV

First Trust NASDAQ Technology Dividend Index Fund

$20,505

ILDR

First Trust Innovation Leaders

$14,710

MeasureTDIVILDR

Fee0.50%0.75%

Cost on $10k a year$50$75

Yield1.47%0.00%

5 years, per year+15.4%+8.0%

3 years, per year+27.4%+26.4%

Worst drop · 1Y−16.3%−18.7%

Volatility · 1Y21.5%26.7%

6–0measures won
TDIV first

10.9%

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: TDIV, ILDR

Today

10.9%most shared, TDIV and ILDR

TDIVILDR

TDIV—10.9%

ILDR10.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$97most kept, TDIV

TDIV$147 − $50 = $97

ILDR$0 − $75 = −$75

KeptFee

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