Compare · 4 funds side by side · dividends reinvested

FDM, LITL, SCHD and DGRO

FDMFirst Trust×LITLSimplify×SCHDSchwab×DGROiShares×

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

02 / 04

FDM, LITL, SCHD and DGRO, 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%$44.9B1.9

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M3.0

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.80%+14.1%+17.9%[…][…]−9.4%17.1%$7M3.3

Rank among the four1st → 4thFee, 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 · LITL 2025 · SCHD 2011 · 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

LITL

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

FDMMeasureLITL

+13.3%Year to dateJan 1 → Nov 6+14.1%

+20.9%1 yearTotal return+17.9%

+21.5%3 years · per year$10,000 became $17,957 · […][…]

+9.3%5 years · per year$10,000 became $15,614 · […][…]

0.65%Expense ratio$65 · $90 a year on $10k · lower is better0.90%

1.53%Trailing 12-mo yield$153 · $280 a year on $10k2.80%

−9.3%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer17.1%

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

3–3Level

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 LITL: Top 5 Holdings

Today

FDM

8.4%in top 5

LITL

in top 53.1%

FDMStockLITL

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

not top 5YOU0.7%

not top 5CNMD0.6%

not top 5LMB0.6%

not top 5SKWD0.6%

not top 5TCMD0.6%

Held in common8.1%

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

FDM vs LITL Returns, Every Period

First TrustFDM

+20.9%

past year

LITLSimplify

+17.9%

past year

FDMLITLFaded: behind in that period

1–1Level

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

Unsorted vs Income: FDM vs SCHD

YTD

First TrustFDM

+13.3%

SCHDSchwab

+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

Cost, Income and Risk

Fees: FDM, LITL, SCHD, DGRO

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

DGRO0.08%$8

FDM0.65%$65

LITL0.90%$90

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

Yields: FDM, LITL, SCHD, DGRO

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

LITL2.80%$280

DGRO1.87%$187

FDM1.53%$153

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

LITL$280 − $90 = $190

DGRO$187 − $8 = $179

FDM$153 − $65 = $88

KeptFee

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

Overlap: FDM, LITL, SCHD, DGRO

Today

21.3%most shared, SCHD and DGRO

FDMLITLSCHDDGRO

FDM—8.1%0.1%0.0%

LITL8.1%—0.2%0.1%

SCHD0.1%0.2%—21.3%

DGRO0.0%0.1%21.3%—

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

Return vs Bumpiness: 4 ETFs

+37.0%SCHD, at 11.7% volatility

DGROWorst drop−6.5%10.2% vol

SCHDWorst drop−6.9%11.7% vol

LITLWorst drop−9.4%17.1% 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

SCHDDGRO

+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

Popular Pairs Near These Four

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