Compare · 3 funds side by side · dividends reinvested

FDM, IWF and VIG

FDMFirst Trust×IWFiShares×VIGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,653VIG · best of the three

Story of the three · IncomeMost incomeFDM · 1.50% · $150 a year on $10k

Story of the three · RiskSmallest drop

FDM, IWF and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.45%+16.0%+17.8%+18.9%+10.7%−7.9%11.0%$109B1.5

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.6%+21.9%+20.7%+8.8%−9.3%17.2%$268M1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−1.2%−2.8%+19.8%+9.8%−14.6%19.6%$117B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDM 2005 · IWF 2000 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,244

FDM

IWF

iShares Russell 1000 Growth ETF · $117B$15,927

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

FDMMeasure

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FDM vs IWF: Top 5 Holdings

Today

FDM

8.2%in top 5

IWF

in top 538.3%

FDMStockIWF

not top 5NVDA12.7%

not top 5AAPL8.8%

not top 5MSFT6.4%

not top 5GOOGL5.4%

not top 5AVGO5.0%

Cost, Income and Risk

Fees: FDM, IWF, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

IWF0.18%$18

FDM0.65%$65

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDM, IWF, VIG

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

DGRO vs VIG

YTD

iSharesDGRO

+19.8%

VIGVanguard

+16.0%

IWF

+15.6%Year to dateJan 1 → Nov 11−1.2%

+21.9%1 yearTotal return−2.8%

+20.7%3 years · per year$10,000 became $17,579 · $17,180+19.8%

+8.8%5 years · per year$10,000 became $15,244 · $15,927+9.8%

0.65%Expense ratio$65 · $18 a year on $10k · lower is better0.18%

1.50%Trailing 12-mo yield$150 · $37 a year on $10k0.37%

−9.3%Worst dropSmaller is better−14.6%

17.2%VolatilityLower is calmer19.6%

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

6–2FDM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FDM vs IWF Returns, Every Period

5Y

First TrustFDM

+8.8%

5 years, per year

IWFiShares

+9.8%

5 years, per year

FDMIWFFaded: behind in that period

3–1FDM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FDM vs VIG

YTD

First TrustFDM

+15.6%

VIGVanguard

+16.0%

+15.6%Year to date+16.0%

−9.3%Worst drop · 1Y−7.9%

17.2%Volatility · 1Y11.0%

1.5%Yield1.4%

$268MAssets$109B

3–1VIG wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1.50%highest, FDM

FundTrailing yieldYield$10k

FDM1.50%$150

VIG1.45%$145

IWF0.37%$37

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$141most kept, VIG

VIG$145 − $4 = $141

FDM$150 − $65 = $85

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDM, IWF, VIG

Today

33.0%most shared, IWF and VIG

FDMIWFVIG

FDM—0.0%0.0%

IWF0.0%—33.0%

VIG0.0%33.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.9%FDM, at 17.2% volatility

VIGWorst drop−7.9%11.0% vol

FDMWorst drop−9.3%17.2% vol

IWFWorst drop−14.6%19.6% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVIG

+15.6%Year to date+16.0%

1.5%Yield1.4%

+21.9%Past year+17.8%

0.65%Fee0.04%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+19.8%Year to date+16.0%

1.8%Yield1.4%

$45.7BAssets$109B

2–0DGRO wins

End-of-day Nov 11, 2026

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FDM, IWF and VIG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three