Compare · 2 funds side by side · dividends reinvested

FDM and DGRO

FDMFirst Trust×DGROiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,835DGRO · best of the two

02 / 04

FDM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.9B1.3

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M1.8

Rank among the two1st → 2ndFee, 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 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

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

FDM

DGRO

iShares Core Dividend Growth ETF · $44.9B$16,835

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

FDMMeasureDGRO

+13.3%Year to dateJan 1 → Nov 6+16.6%

+20.9%1 yearTotal return+20.3%

+21.5%3 years · per year$10,000 became $17,957 · $17,593+20.7%

+9.3%5 years · per year$10,000 became $15,614 · $16,835+11.0%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

1.53%Trailing 12-mo yield$153 · $187 a year on $10k1.87%

−9.3%Worst dropSmaller is better−6.5%

17.2%VolatilityLower is calmer10.2%

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

2–6DGRO wins

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

More Ways to See the Pairs

FDM vs DGRO: Top 5 Holdings

Today

FDM

8.4%in top 5

DGRO

in top 515.0%

FDMStockDGRO

not top 5MSFT3.2%

not top 5AAPL3.1%

not top 5ABBV3.0%

not top 5XOM3.0%

not top 5JNJ2.8%

2.1%PDnot top 5

1.8%QNSTnot top 5

1.6%SMPnot top 5

1.6%APOGnot top 5

1.4%ORRFnot top 5

Held in common0.0%

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

FDM vs DGRO Returns, Every Period

First TrustFDM

+9.3%

5 years, per year

DGROiShares

+11.0%

5 years, per year

FDMDGROFaded: behind in that period

2–2Level

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

Unsorted vs Income: FDM vs DGRO

YTD

First TrustFDM

+13.3%

DGROiShares

+16.6%

+13.3%Year to date+16.6%

−9.3%Worst drop · 1Y−6.5%

17.2%Volatility · 1Y10.2%

1.5%Yield1.9%

$275MAssets$44.9B

4–0DGRO wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, DGRO

Today

0.08%lowest, DGRO

FundExpense ratioFee$10k

DGRO0.08%$8

FDM0.65%$65

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

Yields: FDM, DGRO

1.87%highest, DGRO

FundTrailing yieldYield$10k

DGRO1.87%$187

FDM1.53%$153

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

Income After Fees on $10,000

$179most kept, DGRO

DGRO$187 − $8 = $179

FDM$153 − $65 = $88

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDM, DGRO

Today

0.0%most shared, FDM and DGRO

FDMDGRO

FDM—0.0%

DGRO0.0%—

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

Return vs Bumpiness: 2 ETFs

+20.9%FDM, at 17.2% volatility

DGROWorst drop−6.5%10.2% vol

FDMWorst drop−9.3%17.2% vol

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

Paid More vs Made More

YTD

DGROFDM

+16.6%Year to date+13.3%

1.9%Yield1.5%

+20.3%Past year+20.9%

0.08%Fee0.65%

3–1DGRO wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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