Compare · 2 funds side by side · dividends reinvested

FDM and VOO

FDMFirst Trust×VOOVanguard×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$19,094VOO · best of the two

02 / 04

FDM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.4

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.1%+25.1%+22.6%+9.7%−9.3%16.8%$271M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FDM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $271M$15,861

FDM

VOO

Vanguard S&P 500 ETF · $1.00T$17,749

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDMMeasureVOO

+15.1%Year to dateJan 1 → Nov 3+11.5%

+25.1%1 yearTotal return+11.9%

+22.6%3 years · per year$10,000 became $18,436 · $19,094+24.1%

+9.7%5 years · per year$10,000 became $15,861 · $17,749+12.2%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.51%Trailing 12-mo yield$151 · $107 a year on $10k1.07%

−9.3%Worst dropSmaller is better−8.9%

16.8%VolatilityLower is calmer12.7%

FDMVOO Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5VOO wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDM vs VOO: Top 5 Holdings

Today

FDM

8.3%in top 5

VOO

in top 528.3%

FDMStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

2.1%PDnot top 5

1.6%RIGLnot top 5

1.5%OSPNnot top 5

1.5%APOGnot top 5

1.5%QNSTnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FDM vs VOO Returns, Every Period

First TrustFDM

+9.7%

5 years, per year

VOOVanguard

+12.2%

5 years, per year

FDMVOOFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: FDM vs VOO

YTD

First TrustFDM

+15.1%

VOOVanguard

+11.5%

+15.1%Year to date+11.5%

−9.3%Worst drop · 1Y−8.9%

16.8%Volatility · 1Y12.7%

1.5%Yield1.1%

$271MAssets$1.00T

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FDM0.65%$65

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDM, VOO

1.51%highest, FDM

FundTrailing yieldYield$10k

FDM1.51%$151

VOO1.07%$107

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDM, VOO

Today

0.0%most shared, FDM and VOO

FDMVOO

FDM—0.0%

VOO0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%FDM, at 16.8% volatility

VOOWorst drop−8.9%12.7% vol

FDMWorst drop−9.3%16.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVOO

+15.1%Year to date+11.5%

1.5%Yield1.1%

+25.1%Past year+11.9%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026