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ETF Return Data

First Trust Morningstar Dividend Leaders (FDL)

Average quarterly returns of March 31, 2026

  Nav return Market return
1 year +21.92% +21.83%
3 year +17.69% +17.70%
5 year +13.82% +13.81%
10 year +11.44% +11.43%

Expense ratio as of May 29, 2026: 0.43%

Invesco S&P Ultra Dividend Revenue (RDIV)

Average quarterly returns of March 31, 2026

  Nav return Market return
1 year +18.68% +18.77%
3 year +15.25% +15.30%
5 year +11.25% +11.24%
10 year +10.89% +10.88%

Expense ratio as of May 29, 2026: 0.39%

 

iShares Select Dividend ETF (DVY)

Average quarterly returns of March 31, 2026

  Nav return Market return
1 year +17.00% +17.03%
3 year +13.07% +13.11%
5 year +9.74% +9.72%
10 year +10.24% +10.24%

Expense ratio as of May 29, 2026: 0.38%

 

Schwab US Dividend Equity ETF (SCHD)

Average quarterly returns of March 31, 2026

  Nav return Market return
1 year +14.05% +13.96%
3 year +12.03% +12.05%
5 year +8.59% +8.57%
10 year +12.37% +12.37%

Expense ratio as of May 29, 2026: 0.06%

 

Fidelity High Dividend ETF (FDVV)

Average quarterly returns of March 31, 2026

  Nav return Market return
1 year +14.76% +14.83%
3 year +16.89% +16.90%
5 year +12.93% +12.91%
10 year - -

Expense ratio as of May 29, 2026: 0.15%

 

Performance data shown represents past performance and is no guarantee of future results. Investment return and principal value will fluctuate, so you may have a gain or a loss when shares are sold. Current performance may be higher or lower than quoted. 1266427.1.0

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