ETF PROAI

FDLvsSCHD

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND against Schwab U.S. Dividend Equity ETF — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
FDL 113SCHD 120Oct 25Oct 26GROWTH OF $100
Head to head
FDLSCHD
Expense ratio0.45%0.060%
Assets$4.2B$60.6B
Net flow, 1 month——
Net flow, 1 year——
Return, YTD+10.9%+19.3%
Return, 1 year+12.8%+19.7%
Avg daily volume628K23.3M
Holdings101103
ListedOct 2, 2023Oct 20, 2011
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.