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FDL vs FVD
First Trust Morningstar Dividend Leaders Index Fund vs First Trust Value Line Dividend Index Fund
Key differences
- FDL costs 0.19% less per year.
- Over the last 3 years, FDL has delivered higher annualized returns.
Side-by-side comparison
| FDL | FVD | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.62% |
| Fund size (AUM) | $7.5B | $8.2B |
| Since | 2006 | 2003 |
| Dividend yield | 3.62% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +10.4% |
| CAGR 3Y | +19.9% | +8.9% |
| CAGR 5Y | +12.8% | +5.9% |
| Sharpe 3Y | 1.18 | 0.50 |
| Volatility 1Y | 11.28% | 9.61% |
| Max drawdown | -41.40% | -35.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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