Compare · 3 funds side by side · dividends reinvested

FDM, LITL and VUG

FDMFirst Trust×LITLSimplify×VUGVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,394VUG · best of the three

Story of the three · IncomeMost incomeLITL · 2.75% · $275 a year on $10k

Story of the three · RiskSmallest drop

FDM, LITL and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.75%+16.3%+21.5%[…][…]−9.4%17.2%$6M1.7

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.51%+15.1%+23.1%+20.5%+9.3%−9.3%17.2%$268M1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.4%+4.2%+22.2%+10.4%−15.1%19.1%$233B2.3

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FDM

LITL

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

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

FDM

More Ways to See the Pairs

FDM vs LITL: Top 5 Holdings

Today

FDM

8.2%in top 5

LITL

in top 53.5%

FDMStockLITL

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

Cost, Income and Risk

Fees: FDM, LITL, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDM0.65%$65

LITL0.90%$90

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

Yields: FDM, LITL, VUG

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Measure

LITL

+15.1%Year to dateJan 1 → Nov 10+16.3%

+23.1%1 yearTotal return+21.5%

+20.5%3 years · per year$10,000 became $17,514 · […][…]

+9.3%5 years · per year$10,000 became $15,569 · […][…]

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

1.51%Trailing 12-mo yield$151 · $275 a year on $10k2.75%

−9.3%Worst dropSmaller is better−9.4%

17.2%VolatilityLower is calmer17.2%

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

3–2FDM wins

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

not top 5ARDT0.8%

not top 5VCEL0.8%

not top 5GTN0.7%

not top 5PGNY0.7%

not top 5ASO0.6%

Held in common8.0%

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

FDM vs LITL Returns, Every Period

1Y

First TrustFDM

+23.1%

past year

LITLSimplify

+21.5%

past year

FDMLITLFaded: behind in that period

1–1Level

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

Unsorted vs Income: FDM vs LITL

YTD

First TrustFDM

+15.1%

LITLSimplify

+16.3%

+15.1%Year to date+16.3%

−9.3%Worst drop · 1Y−9.4%

17.2%Volatility · 1Y17.2%

1.5%Yield2.7%

$268MAssets$5.9M

2–1LITL wins

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

1Y

2.75%highest, LITL

FundTrailing yieldYield$10k

LITL2.75%$275

FDM1.51%$151

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$185most kept, LITL

LITL$275 − $90 = $185

FDM$151 − $65 = $86

VUG$41 − $3 = $38

KeptFee

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

Overlap: FDM, LITL, VUG

Today

8.0%most shared, FDM and LITL

FDMLITLVUG

FDM—8.0%0.0%

LITL8.0%—0.0%

VUG0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+23.1%FDM, at 17.2% volatility

LITLWorst drop−9.4%17.2% vol

FDMWorst drop−9.3%17.2% vol

VUGWorst drop−15.1%19.1% vol

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

Paid More vs Made More

YTD

LITLFDM

+16.3%Year to date+15.1%

2.7%Yield1.5%

+21.5%Past year+23.1%

0.90%Fee0.65%

2–2level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD 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

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FDM, LITL and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three