Compare · 3 funds side by side · dividends reinvested

FDM, DGRO and SCHD

FDMFirst Trust×DGROiShares×SCHDSchwab×
$7.5k$10k$12.5k$15k$17.5kLow $8,574 · 2022DGRO$16,835SCHD$16,267FDM$15,614Oct 2021Nov 2026Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,835DGRO · best of the three
02 / 04

FDM, DGRO and SCHD, Ranked

Today
FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank
Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.6
iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.87%+16.6%+20.3%+20.7%+11.0%−6.5%10.2%$44.7B1.8
First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M2.6
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 · DGRO 2014 · SCHD 2011
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Head to Head

5Y
First Trust Dow Jones Select MicroCap Index Fund · $275M$15,614
FDM
DGRO
iShares Core Dividend Growth ETF · $44.7B$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
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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
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FDM vs DGRO Returns, Every Period

5Y
First TrustFDM
+9.3%
5 years, per year
DGROiShares
+11.0%
5 years, per year
0%+10%+20%+30%+13.3%+16.6%YTD+20.9%+20.3%1 year+21.5%+20.7%3 yrs · yr+9.3%+11.0%5 yrs · yr
FDMDGROFaded: behind in that period
2–2Level
End-of-day Nov 6, 2026 · dividends in · faded = behind in that period
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Unsorted vs Income: FDM vs SCHD

YTD
First TrustFDM
+13.3%
SCHDSchwab
+31.4%
Jan 1Nov 6+13.3%+31.4%
+13.3%Year to date+31.4%
−9.3%Worst drop · 1Y−6.9%
17.2%Volatility · 1Y11.7%
1.5%Yield3.0%
$275MAssets$120B
4–0SCHD wins
End-of-day Nov 6, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: FDM, DGRO, SCHD

Today
0.06%lowest, SCHD
FundExpense ratioFee$10k
SCHD0.06%$6
DGRO0.08%$8
FDM0.65%$65
End-of-day Nov 6, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: FDM, DGRO, SCHD

1Y
3.00%highest, SCHD
FundTrailing yieldYield$10k
SCHD3.00%$300
DGRO1.87%$187
FDM1.53%$153
End-of-day Nov 6, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$294most kept, SCHD
SCHD$300 − $6 = $294
DGRO$187 − $8 = $179
FDM$153 − $65 = $88
KeptFee
End-of-day Nov 6, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: FDM, DGRO, SCHD

Today
21.3%most shared, DGRO and SCHD
FDMDGROSCHD
FDM—0.0%0.1%
DGRO0.0%—21.3%
SCHD0.1%21.3%—
End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 3 ETFs

1Y
+37.0%SCHD, at 11.7% volatility
0%+10%+20%+30%+40%+50%5%10%15%20%Volatility · 1 year → bumpierSCHD +37.0%FDM +20.9%DGRO +20.3%
DGROWorst drop−6.5%10.2% vol
SCHDWorst drop−6.9%11.7% vol
FDMWorst drop−9.3%17.2% vol
End-of-day Nov 6, 2026 · up and left is better
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Paid More vs Made More

YTD
Jan 1Nov 6+31.4%+16.6%
+31.4%Year to date+16.6%
3.0%Yield1.9%
+37.0%Past year+20.3%
0.06%Fee0.08%
4–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Three

SCHD vs VIG

YTD
SchwabSCHD
+31.4%
VIGVanguard
+12.1%
Jan 1Nov 6+31.4%+12.1%
+31.4%Year to date+12.1%
3.0%Yield1.5%
$120BAssets$109B
2–0SCHD wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

DGRO vs VIG

YTD
iSharesDGRO
+16.6%
VIGVanguard
+12.1%
Jan 1Nov 6+16.6%+12.1%
+16.6%Year to date+12.1%
1.9%Yield1.5%
$44.7BAssets$109B
2–0DGRO wins
End-of-day Nov 6, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+3.2%
JEPIJ.P. Morgan
+5.3%
Jan 1Nov 6+3.2%+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
@TheETFTracker·theetftracker.com