Compare · 3 funds side by side · dividends reinvested

FDM, DEEP and VUG

FDMFirst Trust×DEEPAcquirers Funds×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,153VUG · best of the three

02 / 04

FDM, DEEP and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.47%+18.1%+27.3%+23.2%+10.6%−9.3%16.9%$268M1.9

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.00%+24.5%+28.8%+14.5%+6.0%−8.9%17.3%$26M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDM 2005 · DEEP 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $268M$16,570

FDM

DEEP

Acquirers Small and Micro Deep Value ETF · $26M$13,390

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

FDMMeasureDEEP

+18.1%Year to dateJan 1 → Nov 4+24.5%

+27.3%1 yearTotal return+28.8%

+23.2%3 years · per year$10,000 became $18,722 · $15,014+14.5%

+10.6%5 years · per year$10,000 became $16,570 · $13,390+6.0%

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

1.47%Trailing 12-mo yield$147 · $200 a year on $10k2.00%

−9.3%Worst dropSmaller is better−8.9%

16.9%VolatilityLower is calmer17.3%

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

4–4Level

End-of-day Nov 4, 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

8.3%in top 5

DEEP

in top 57.5%

FDMStockDEEP

not top 5BMBL2.1%

2.1%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.5%RIGLnot top 5

not top 5KSS1.4%

not top 5DFIN1.4%

not top 5AMN1.3%

not top 5AEO1.3%

Held in common7.5%

End-of-day Nov 4, 2026 · share of each fund

FDM vs DEEP Returns, Every Period

First TrustFDM

+10.6%

5 years, per year

DEEPAcquirers Funds

+6.0%

5 years, per year

FDMDEEPFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Stocks: FDM vs DEEP

YTD

First TrustFDM

+18.1%

DEEPAcquirers Funds

+24.5%

+18.1%Year to date+24.5%

−9.3%Worst drop · 1Y−8.9%

16.9%Volatility · 1Y17.3%

1.5%Yield2.0%

$268MAssets$25.7M

3–1DEEP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, DEEP, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDM0.65%$65

DEEP0.80%$80

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDM, DEEP, VUG

2.00%highest, DEEP

FundTrailing yieldYield$10k

DEEP2.00%$200

FDM1.47%$147

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$120most kept, DEEP

DEEP$200 − $80 = $120

FDM$147 − $65 = $82

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDM, DEEP, VUG

Today

7.5%most shared, FDM and DEEP

FDMDEEPVUG

FDM—7.5%0.0%

DEEP7.5%—0.0%

VUG0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+28.8%DEEP, at 17.3% volatility

FDMWorst drop−9.3%16.9% vol

DEEPWorst drop−8.9%17.3% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DEEPFDM

+24.5%Year to date+18.1%

2.0%Yield1.5%

+28.8%Past year+27.3%

0.80%Fee0.65%

3–1DEEP wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026