Compare · 2 funds side by side · dividends reinvested

FDM and LITL

FDMFirst Trust×LITLSimplify×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,614FDM · best of the two

02 / 04

FDM and LITL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$275M1.4

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.80%+14.1%+17.9%[…][…]−9.4%17.1%$7M1.5

Rank among the two1st → 2ndFee, 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

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 LITL

YTD

First TrustFDM

+13.3%

LITLSimplify

+14.1%

+13.3%Year to date+14.1%

−9.3%Worst drop · 1Y−9.4%

17.2%Volatility · 1Y17.1%

1.5%Yield2.8%

$275MAssets$7.0M

3–1LITL wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, LITL

Today

0.65%lowest, FDM

FundExpense ratioFee$10k

FDM0.65%$65

LITL0.90%$90

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

Yields: FDM, LITL

2.80%highest, LITL

FundTrailing yieldYield$10k

LITL2.80%$280

FDM1.53%$153

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

Income After Fees on $10,000

$190most kept, LITL

LITL$280 − $90 = $190

FDM$153 − $65 = $88

KeptFee

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

Overlap: FDM, LITL

Today

8.1%most shared, FDM and LITL

FDMLITL

FDM—8.1%

LITL8.1%—

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

Return vs Bumpiness: 2 ETFs

+20.9%FDM, at 17.2% volatility

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

LITLFDM

+14.1%Year to date+13.3%

2.8%Yield1.5%

+17.9%Past year+20.9%

0.90%Fee0.65%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026