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$15,614FDM · 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%2.10%+18.3%+21.3%+12.1%+4.5%−8.9%17.5%$25M1.8

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M1.9

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.80%+14.1%+17.9%[…][…]−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 6, 2026 · returns include dividends · since: FDM 2005 · DEEP 2014 · LITL 2025

Head to Head

Swap sides Versus in desk

Head to Head

Acquirers Small and Micro Deep Value ETF · $25M$12,487

DEEP

FDM

First Trust Dow Jones Select MicroCap Index Fund · $275M$15,614

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

DEEPMeasureFDM

+18.3%Year to dateJan 1 → Nov 6+13.3%

+21.3%1 yearTotal return+20.9%

+12.1%3 years · per year$10,000 became $14,092 · $17,957+21.5%

+4.5%5 years · per year$10,000 became $12,487 · $15,614+9.3%

0.80%Expense ratio$80 · $65 a year on $10k · lower is better0.65%

2.10%Trailing 12-mo yield$210 · $153 a year on $10k1.53%

−8.9%Worst dropSmaller is better−9.3%

17.5%VolatilityLower is calmer17.2%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DEEP vs FDM: Top 5 Holdings

Today

DEEP

7.7%in top 5

FDM

in top 58.4%

DEEPStockFDM

2.1%BMBLnot top 5

not top 5PD2.1%

not top 5QNST1.8%

not top 5SMP1.6%

not top 5APOG1.6%

1.4%KSSnot top 5

not top 5ORRF1.4%

1.4%DFINnot top 5

1.4%AMNnot top 5

1.4%AEOnot top 5

Held in common7.5%

End-of-day Nov 6, 2026 · share of each fund

DEEP vs FDM Returns, Every Period

Acquirers FundsDEEP

+4.5%

5 years, per year

FDMFirst Trust

+9.3%

5 years, per year

DEEPFDMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Income: DEEP vs LITL

YTD

Acquirers FundsDEEP

+18.3%

LITLSimplify

+14.1%

+18.3%Year to date+14.1%

−8.9%Worst drop · 1Y−9.4%

17.5%Volatility · 1Y17.1%

2.1%Yield2.8%

$25.4MAssets$6.7M

2–2level

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: FDM, DEEP, LITL

2.80%highest, LITL

FundTrailing yieldYield$10k

LITL2.80%$280

DEEP2.10%$210

FDM1.53%$153

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$190most kept, LITL

LITL$280 − $90 = $190

DEEP$210 − $80 = $130

FDM$153 − $65 = $88

KeptFee

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+21.3%DEEP, at 17.5% volatility

LITLWorst drop−9.4%17.1% vol

FDMWorst drop−9.3%17.2% vol

DEEPWorst drop−8.9%17.5% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

LITLDEEP

+14.1%Year to date+18.3%

2.8%Yield2.1%

+17.9%Past year+21.3%

0.90%Fee0.80%

3–1DEEP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026