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$15,861FDM · best of the three

02 / 04

FDM, DEEP and LITL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.1%+25.1%+22.6%+9.7%−9.3%16.8%$271M1.8

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.05%+21.1%+25.0%+13.8%+5.0%−8.9%17.0%$26M1.9

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.73%+17.0%+22.9%[…][…]−9.4%16.3%$8M2.2

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

End-of-day Nov 3, 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 · $271M$15,861

FDM

LITL

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $8M[…]

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

FDMMeasureLITL

+15.1%Year to dateJan 1 → Nov 3+17.0%

+25.1%1 yearTotal return+22.9%

+22.6%3 years · per year$10,000 became $18,436 · […][…]

+9.7%5 years · per year$10,000 became $15,861 · […][…]

0.65%Expense ratio$65 · $90 a year on $10k · lower is better0.90%

1.51%Trailing 12-mo yield$151 · $273 a year on $10k2.73%

−9.3%Worst dropSmaller is better−9.4%

16.8%VolatilityLower is calmer16.3%

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

3–3Level

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 LITL: Top 5 Holdings

Today

FDM

8.3%in top 5

LITL

in top 52.8%

FDMStockLITL

2.1%PDnot top 5

1.6%RIGLnot top 5

1.5%OSPNnot top 5

1.5%APOG0.6%

1.5%QNSTnot top 5

not top 5OPCH0.6%

not top 5DXC0.5%

not top 5STGW0.5%

not top 5EXPO0.5%

Held in common5.5%

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

FDM vs LITL Returns, Every Period

First TrustFDM

+25.1%

past year

LITLSimplify

+22.9%

past year

FDMLITLFaded: behind in that period

1–1Level

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

Unsorted vs Income: FDM vs LITL

YTD

First TrustFDM

+15.1%

LITLSimplify

+17.0%

+15.1%Year to date+17.0%

−9.3%Worst drop · 1Y−9.4%

16.8%Volatility · 1Y16.3%

1.5%Yield2.7%

$271MAssets$7.6M

3–1LITL wins

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

Yields: FDM, DEEP, LITL

2.73%highest, LITL

FundTrailing yieldYield$10k

LITL2.73%$273

DEEP2.05%$205

FDM1.51%$151

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

Income After Fees on $10,000

$183most kept, LITL

LITL$273 − $90 = $183

DEEP$205 − $80 = $125

FDM$151 − $65 = $86

KeptFee

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

Overlap: FDM, DEEP, LITL

Today

9.3%most shared, DEEP and LITL

FDMDEEPLITL

FDM—7.6%5.5%

DEEP7.6%—9.3%

LITL5.5%9.3%—

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

Return vs Bumpiness: 3 ETFs

+25.1%FDM, at 16.8% volatility

LITLWorst drop−9.4%16.3% vol

FDMWorst drop−9.3%16.8% vol

DEEPWorst drop−8.9%17.0% vol

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

Paid More vs Made More

YTD

LITLDEEP

+17.0%Year to date+21.1%

2.7%Yield2.1%

+22.9%Past year+25.0%

0.90%Fee0.80%

3–1DEEP wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

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