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$16,429SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 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%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+14.7%+20.7%+21.0%+8.9%−9.3%17.2%$269M2.3

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.75%+16.1%+19.3%[…][…]−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 12, 2026 · returns include dividends · since: FDM 2005 · LITL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $6M[…]

LITL

FDM

First Trust Dow Jones Select MicroCap Index Fund · $269M$15,289

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

LITL

More Ways to See the Pairs

LITL vs FDM: Top 5 Holdings

Today

LITL

3.6%in top 5

FDM

in top 58.2%

LITLStockFDM

not top 5PD2.0%

not top 5QNST1.7%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5GCMG1.4%

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 12, 2026 · fee on $10,000 a year

Yields: FDM, LITL, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

FDM

+16.1%Year to dateJan 1 → Nov 12+14.7%

+19.3%1 yearTotal return+20.7%

[…]3 years · per year$10,000 became […] · $17,703+21.0%

[…]5 years · per year$10,000 became […] · $15,289+8.9%

0.90%Expense ratio$90 · $65 a year on $10k · lower is better0.65%

2.75%Trailing 12-mo yield$275 · $151 a year on $10k1.51%

−9.4%Worst dropSmaller is better−9.3%

17.2%VolatilityLower is calmer17.2%

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

2–3FDM wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%ARDTnot top 5

0.8%VCELnot top 5

0.7%GTNnot top 5

0.7%PGNYnot top 5

0.7%IBEXnot top 5

Held in common8.0%

End-of-day Nov 12, 2026 · share of each fund

LITL vs FDM Returns, Every Period

1Y

SimplifyLITL

+19.3%

past year

FDMFirst Trust

+20.7%

past year

LITLFDMFaded: behind in that period

1–1Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

LITL vs SCHD

YTD

SimplifyLITL

+16.1%

SCHDSchwab

+34.2%

+16.1%Year to date+34.2%

−9.4%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.7%

2.8%Yield2.9%

$5.9MAssets$124B

4–0SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

LITL2.75%$275

FDM1.51%$151

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

LITL$275 − $90 = $185

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

LITLWorst drop−9.4%17.2% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLITL

+34.2%Year to date+16.1%

2.9%Yield2.8%

+36.8%Past year+19.3%

0.06%Fee0.90%

4–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 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