Compare · 3 funds side by side · dividends reinvested

FDM, LITL and SCHD

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,428SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.94% · $294 a year on $10k

Story of the three · RiskSmallest drop

FDM, LITL and SCHD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.94%+33.8%+38.8%+19.5%+10.4%−6.9%11.8%$123B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.1%+23.1%+20.5%+9.3%−9.3%17.2%$268M2.3

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.75%+16.3%+21.5%[…][…]−9.4%17.2%$6M2.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDM 2005 · LITL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,569

FDM

SCHD

Schwab U.S. Dividend Equity ETF · $123B$16,428

$10,000 five years ago, dividends reinvested · they hold 0.1% in common

FDM

More Ways to See the Pairs

FDM vs SCHD: Top 5 Holdings

Today

FDM

8.2%in top 5

SCHD

in top 521.4%

FDMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

Cost, Income and Risk

Fees: FDM, LITL, SCHD

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FDM0.65%$65

LITL0.90%$90

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

Yields: FDM, LITL, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

SCHD

+15.1%Year to dateJan 1 → Nov 10+33.8%

+23.1%1 yearTotal return+38.8%

+20.5%3 years · per year$10,000 became $17,514 · $17,062+19.5%

+9.3%5 years · per year$10,000 became $15,569 · $16,428+10.4%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.51%Trailing 12-mo yield$151 · $294 a year on $10k2.94%

−9.3%Worst dropSmaller is better−6.9%

17.2%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%PDnot top 5

1.7%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.1%

End-of-day Nov 10, 2026 · share of each fund

FDM vs SCHD Returns, Every Period

5Y

First TrustFDM

+9.3%

5 years, per year

SCHDSchwab

+10.4%

5 years, per year

FDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FDM vs SCHD

YTD

First TrustFDM

+15.1%

SCHDSchwab

+33.8%

+15.1%Year to date+33.8%

−9.3%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.8%

1.5%Yield2.9%

$268MAssets$123B

4–0SCHD wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.94%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.94%$294

LITL2.75%$275

FDM1.51%$151

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$288most kept, SCHD

SCHD$294 − $6 = $288

LITL$275 − $90 = $185

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDM, LITL, SCHD

Today

8.0%most shared, FDM and LITL

FDMLITLSCHD

FDM—8.0%0.1%

LITL8.0%—0.2%

SCHD0.1%0.2%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+38.8%SCHD, at 11.8% volatility

SCHDWorst drop−6.9%11.8% vol

LITLWorst drop−9.4%17.2% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLITL

+33.8%Year to date+16.3%

2.9%Yield2.7%

+38.8%Past year+21.5%

0.06%Fee0.90%

4–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FDM, LITL and SCHD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three