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$16,418SCHD · best of the three

Story of the three · IncomeMost incomeSCHD · 2.92% · $292 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%2.92%+34.9%+37.5%+20.2%+10.4%−6.9%11.7%$124B1.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.0%+20.8%+21.2%+8.5%−9.3%17.2%$269M2.3

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.75%+16.1%+19.2%[…][…]−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 13, 2026 · returns include dividends · since: FDM 2005 · LITL 2025 · SCHD 2011

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,418

SCHD

FDM

First Trust Dow Jones Select MicroCap Index Fund · $269M$15,041

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

SCHD

More Ways to See the Pairs

SCHD vs FDM: Top 5 Holdings

Today

SCHD

21.8%in top 5

FDM

in top 58.2%

SCHDStockFDM

4.8%TXNnot top 5

4.4%PGnot top 5

4.3%KOnot top 5

4.2%HDnot top 5

4.1%AMGNnot top 5

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 13, 2026 · fee on $10,000 a year

Yields: FDM, LITL, SCHD

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

FDM

+34.9%Year to dateJan 1 → Nov 13+15.0%

+37.5%1 yearTotal return+20.8%

+20.2%3 years · per year$10,000 became $17,374 · $17,814+21.2%

+10.4%5 years · per year$10,000 became $16,418 · $15,041+8.5%

0.06%Expense ratio$6 · $65 a year on $10k · lower is better0.65%

2.92%Trailing 12-mo yield$292 · $151 a year on $10k1.51%

−6.9%Worst dropSmaller is better−9.3%

11.7%VolatilityLower is calmer17.2%

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

7–1SCHD 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 common0.1%

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

SCHD vs FDM Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

FDMFirst Trust

+8.5%

5 years, per year

SCHDFDMFaded: behind in that period

3–1SCHD wins

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

SCHD vs LITL

YTD

SchwabSCHD

+34.9%

LITLSimplify

+16.1%

+34.9%Year to date+16.1%

−6.9%Worst drop · 1Y−9.4%

11.7%Volatility · 1Y17.2%

2.9%Yield2.8%

$124BAssets$5.9M

4–0SCHD wins

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

1Y

2.92%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.92%$292

LITL2.75%$275

FDM1.51%$151

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

Income After Fees on $10,000

1Y

$286most kept, SCHD

SCHD$292 − $6 = $286

LITL$275 − $90 = $185

FDM$151 − $65 = $86

KeptFee

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

Return vs Bumpiness: 3 ETFs

1Y

+37.5%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 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDLITL

+34.9%Year to date+16.1%

2.9%Yield2.8%

+37.5%Past year+19.2%

0.06%Fee0.90%

4–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 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