Compare · 2 funds side by side · dividends reinvested

FDM and DGRO

FDMFirst Trust×DGROiShares×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,051DGRO · best of the two

Story of the two · IncomeMost incomeDGRO · 1.82% · $182 a year on $10k

Story of the two · RiskSmallest drop

FDM and DGRO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core Dividend Growth ETFIncome · Dividend stocks0.08%1.82%+19.9%+21.1%+20.9%+11.3%−6.5%10.3%$46.0B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.0%+20.8%+21.2%+8.5%−9.3%17.2%$267M1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: FDM 2005 · DGRO 2014

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core Dividend Growth ETF · $46.0B$17,051

DGRO

FDM

First Trust Dow Jones Select MicroCap Index Fund · $267M$15,041

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

DGROMeasureFDM

+19.9%

More Ways to See the Pairs

DGRO vs FDM: Top 5 Holdings

Today

DGRO

14.9%in top 5

FDM

in top 58.2%

DGROStockFDM

3.1%AAPLnot top 5

3.0%ABBVnot top 5

3.0%MSFTnot top 5

2.9%XOMnot top 5

2.8%JNJnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: FDM, DGRO

1Y

1.82%highest, DGRO

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

DGRO vs VIG

YTD

iSharesDGRO

+19.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+15.0%

+21.1%1 yearTotal return+20.8%

+20.9%3 years · per year$10,000 became $17,660 · $17,814+21.2%

+11.3%5 years · per year$10,000 became $17,051 · $15,041+8.5%

0.08%Expense ratio$8 · $65 a year on $10k · lower is better0.65%

1.82%Trailing 12-mo yield$182 · $151 a year on $10k1.51%

−6.5%Worst dropSmaller is better−9.3%

10.3%VolatilityLower is calmer17.2%

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

7–1DGRO wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PD2.0%

not top 5QNST1.7%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5ORRF1.4%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DGRO vs FDM Returns, Every Period

5Y

iSharesDGRO

+11.3%

5 years, per year

FDMFirst Trust

+8.5%

5 years, per year

DGROFDMFaded: behind in that period

3–1DGRO wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: DGRO vs FDM

YTD

iSharesDGRO

+19.9%

FDMFirst Trust

+15.0%

+19.9%Year to date+15.0%

−6.5%Worst drop · 1Y−9.3%

10.3%Volatility · 1Y17.2%

1.8%Yield1.5%

$46.0BAssets$267M

4–0DGRO wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DGRO1.82%$182

FDM1.51%$151

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$174most kept, DGRO

DGRO$182 − $8 = $174

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.1%DGRO, at 10.3% volatility

DGROWorst drop−6.5%10.3% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DGROFDM

+19.9%Year to date+15.0%

1.8%Yield1.5%

+21.1%Past year+20.8%

0.08%Fee0.65%

4–0DGRO wins

End-of-day Nov 13, 2026

+19.9%Year to date+16.0%

1.8%Yield1.4%

$46.0BAssets$116B

2–0DGRO wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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FDM and DGRO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two