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First Trust made investors more money ($32.0B) and had more funds that made money (87%).
The past year, all their funds · Data as of Nov 3, 2026
Tale of the tape 1Y · lower fee wins
Every dot is one income fund, placed at its 1-year return. Right of the line = made money. The ringed dot is the middle fund.
| BOX SCORE · INCOME | Capital Group | First Trust |
|---|---|---|
| Funds in the category | 4 | 47 |
| Made money (W–L) | 3–1 | 30–5 |
| Win % | 75% | 86% |
| Money made | $5.9B | $11.1B |
| Typical return | +13.0% | +15.3% |
| Launches · 2026 | 0 | 11 |
| Assets | $59.1B | $82.2B |
| Fee per $100 | $0.35 | $0.60 |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| CGDV | Capital Group Dividend Value ETF | $38.9B | +15.6% ✓ |
| CGCP | Capital Group Core Plus Income ETF | $8.6B | −0.6% ✕ |
| CGDG | Capital Group Dividend Growers ETF | $5.9B | +13.0% ✓ |
| CGMS | Capital Group U.S. Multi-Sector Income ETF | $5.6B | +0.8% ✓ |
| Fund | Name | Assets | 1Y |
|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $25.5B | +19.3% ✓ |
| SDVY | First Trust SMID Cap Rising Dividend Achievers ETF | $11.1B | +15.5% ✓ |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $8.4B | +32.6% ✓ |
| FVD | First Trust Value Line Dividend Index Fund | $8.1B | +16.5% ✓ |
| FPE | First Trust Preferred Securities and Income ETF | $5.8B | −2.2% ✕ |
| RDVI | FT Vest Rising Dividend Achievers Target Income ETF | $3.8B | +18.6% ✓ |
Pairs that hold the same market. Fee = per $100 a year. Returns within 0.1 points are a tie; 5-year returns are per year.
Squares, left to right: fee · 1 year · 5 years, coloured by who won. Most gaps come from different index rules, not fees.
The past year. Win % counts funds, not dollars; money made is estimated from each fund’s assets and return. Categories with fewer than 3 funds on a side are flagged. Not advice.