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$16,565VUG · 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%1.50%+15.3%+24.3%+21.4%+9.2%−9.3%17.2%$264M1.9

Acquirers Small and Micro Deep Value ETFUS Stock Styles · Value0.80%2.05%+21.1%+26.8%+12.5%+4.5%−8.9%17.6%$25M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$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 9, 2026 · returns include dividends · since: FDM 2005 · DEEP 2014 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

FDM

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,503

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

VUGMeasureFDM

+4.2%Year to dateJan 1 → Nov 9+15.3%

+4.7%1 yearTotal return+24.3%

+22.9%3 years · per year$10,000 became $18,569 · $17,896+21.4%

+10.6%5 years · per year$10,000 became $16,565 · $15,503+9.2%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

0.41%Trailing 12-mo yield$41 · $150 a year on $10k1.50%

−15.1%Worst dropSmaller is better−9.3%

19.1%VolatilityLower is calmer17.2%

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

3–5FDM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs FDM: Top 5 Holdings

Today

VUG

45.2%in top 5

FDM

in top 58.4%

VUGStockFDM

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5PD2.0%

not top 5QNST1.8%

not top 5APOG1.6%

not top 5SMP1.6%

not top 5ORRF1.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VUG vs FDM Returns, Every Period

VanguardVUG

+10.6%

5 years, per year

FDMFirst Trust

+9.2%

5 years, per year

VUGFDMFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VUG vs DEEP

YTD

VanguardVUG

+4.2%

DEEPAcquirers Funds

+21.1%

+4.2%Year to date+21.1%

−15.1%Worst drop · 1Y−8.9%

19.1%Volatility · 1Y17.6%

0.4%Yield2.1%

$233BAssets$25.4M

4–0DEEP wins

End-of-day Nov 9, 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 9, 2026 · fee on $10,000 a year

Yields: FDM, DEEP, VUG

2.05%highest, DEEP

FundTrailing yieldYield$10k

DEEP2.05%$205

FDM1.50%$150

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, DEEP

DEEP$205 − $80 = $125

FDM$150 − $65 = $85

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDM, DEEP, VUG

Today

7.7%most shared, FDM and DEEP

FDMDEEPVUG

FDM—7.7%0.0%

DEEP7.7%—0.0%

VUG0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.8%DEEP, at 17.6% volatility

FDMWorst drop−9.3%17.2% vol

DEEPWorst drop−8.9%17.6% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DEEPFDM

+21.1%Year to date+15.3%

2.1%Yield1.5%

+26.8%Past year+24.3%

0.80%Fee0.65%

3–1DEEP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026