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FDL vs SHRY
First Trust Morningstar Dividend Leaders Index Fund vs First Trust Bloomberg Shareholder Yield ETF
Key differences
- FDL costs 0.17% less per year.
- FDL is significantly larger than SHRY — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, FDL has delivered higher annualized returns.
- FDL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FDL | SHRY | |
|---|---|---|
| Annual cost (TER) | 0.43% | 0.60% |
| Fund size (AUM) | $7.5B | $18M |
| Since | 2006 | 2017 |
| Dividend yield | 3.62% | 1.66% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +28.3% | +8.3% |
| CAGR 3Y | +19.9% | +15.2% |
| CAGR 5Y | +12.8% | +8.5% |
| Sharpe 3Y | 1.18 | 0.88 |
| Volatility 1Y | 11.28% | 10.89% |
| Max drawdown | -41.40% | -36.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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