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SHRY vs FDL
First Trust Bloomberg Shareholder Yield ETF vs First Trust Morningstar Dividend Leaders Index Fund
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
| SHRY | FDL | |
|---|---|---|
| Annual cost (TER) | 0.60% | 0.43% |
| Fund size (AUM) | $18M | $7.5B |
| Since | 2017 | 2006 |
| Dividend yield | 1.66% | 3.62% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +8.3% | +28.3% |
| CAGR 3Y | +15.2% | +19.9% |
| CAGR 5Y | +8.5% | +12.8% |
| Sharpe 3Y | 0.88 | 1.18 |
| Volatility 1Y | 10.89% | 11.28% |
| Max drawdown | -36.67% | -41.40% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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