Compare · 3 funds side by side · dividends reinvested

FDM, DEEP and LITL

FDMFirst Trust×DEEPAcquirers Funds×LITLSimplify×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,739FDM · best of the three

02 / 04

FDM, DEEP and LITL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.08%+19.5%+25.6%+12.7%+4.8%−8.9%17.7%$26M1.8

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$268M1.9

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.78%+15.1%+20.4%[…][…]−9.4%17.1%$7M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FDM 2005 · DEEP 2014 · LITL 2025

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,739

FDM

DEEP

Acquirers Small and Micro Deep Value ETF · $26M$12,667

$10,000 five years ago, dividends reinvested · they hold 7.5% in common

FDMMeasureDEEP

+13.9%Year to dateJan 1 → Nov 5+19.5%

+24.2%1 yearTotal return+25.6%

+21.7%3 years · per year$10,000 became $18,010 · $14,312+12.7%

+9.5%5 years · per year$10,000 became $15,739 · $12,667+4.8%

0.65%Expense ratio$65 · $80 a year on $10k · lower is better0.80%

1.52%Trailing 12-mo yield$152 · $208 a year on $10k2.08%

−9.3%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer17.7%

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

4–4Level

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

More Ways to See the Pairs

FDM vs DEEP: Top 5 Holdings

Today

FDM

8.4%in top 5

DEEP

in top 57.6%

FDMStockDEEP

2.1%PDnot top 5

not top 5BMBL2.1%

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.5%RIGLnot top 5

not top 5KSS1.5%

not top 5DFIN1.4%

not top 5AEO1.4%

not top 5AMN1.3%

Held in common7.5%

End-of-day Nov 5, 2026 · share of each fund

FDM vs DEEP Returns, Every Period

First TrustFDM

+9.5%

5 years, per year

DEEPAcquirers Funds

+4.8%

5 years, per year

FDMDEEPFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FDM vs LITL

YTD

First TrustFDM

+13.9%

LITLSimplify

+15.1%

+13.9%Year to date+15.1%

−9.3%Worst drop · 1Y−9.4%

17.3%Volatility · 1Y17.1%

1.5%Yield2.8%

$268MAssets$7.0M

3–1LITL wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, DEEP, LITL

Today

0.65%lowest, FDM

FundExpense ratioFee$10k

FDM0.65%$65

DEEP0.80%$80

LITL0.90%$90

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDM, DEEP, LITL

2.78%highest, LITL

FundTrailing yieldYield$10k

LITL2.78%$278

DEEP2.08%$208

FDM1.52%$152

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, LITL

LITL$278 − $90 = $188

DEEP$208 − $80 = $128

FDM$152 − $65 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDM, DEEP, LITL

Today

9.0%most shared, DEEP and LITL

FDMDEEPLITL

FDM—7.5%8.1%

DEEP7.5%—9.0%

LITL8.1%9.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+25.6%DEEP, at 17.7% volatility

LITLWorst drop−9.4%17.1% vol

FDMWorst drop−9.3%17.3% vol

DEEPWorst drop−8.9%17.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

LITLDEEP

+15.1%Year to date+19.5%

2.8%Yield2.1%

+20.4%Past year+25.6%

0.90%Fee0.80%

3–1DEEP wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026