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$15,861FDM · 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%1.51%+15.1%+25.1%+22.6%+9.7%−9.3%16.8%$271M1.4

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.73%+17.0%+22.9%[…][…]−9.4%16.3%$8M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FDM 2005 · LITL 2025

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $8M[…]

LITL

FDM

First Trust Dow Jones Select MicroCap Index Fund · $271M$15,861

$10,000 five years ago, dividends reinvested · they hold 5.5% in common

LITLMeasureFDM

+17.0%Year to dateJan 1 → Nov 3+15.1%

+22.9%1 yearTotal return+25.1%

[…]3 years · per year$10,000 became […] · $18,436+22.6%

[…]5 years · per year$10,000 became […] · $15,861+9.7%

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

2.73%Trailing 12-mo yield$273 · $151 a year on $10k1.51%

−9.4%Worst dropSmaller is better−9.3%

16.3%VolatilityLower is calmer16.8%

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

3–3Level

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

More Ways to See the Pairs

LITL vs FDM: Top 5 Holdings

Today

LITL

2.8%in top 5

FDM

in top 58.3%

LITLStockFDM

not top 5PD2.1%

not top 5RIGL1.6%

not top 5OSPN1.5%

0.6%APOG1.5%

not top 5QNST1.5%

0.6%OPCHnot top 5

0.5%DXCnot top 5

0.5%STGWnot top 5

0.5%EXPOnot top 5

Held in common5.5%

End-of-day Nov 3, 2026 · share of each fund

LITL vs FDM Returns, Every Period

SimplifyLITL

+22.9%

past year

FDMFirst Trust

+25.1%

past year

LITLFDMFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: LITL vs FDM

YTD

SimplifyLITL

+17.0%

FDMFirst Trust

+15.1%

+17.0%Year to date+15.1%

−9.4%Worst drop · 1Y−9.3%

16.3%Volatility · 1Y16.8%

2.7%Yield1.5%

$7.6MAssets$271M

3–1LITL wins

End-of-day Nov 3, 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 3, 2026 · fee on $10,000 a year

Yields: FDM, LITL

2.73%highest, LITL

FundTrailing yieldYield$10k

LITL2.73%$273

FDM1.51%$151

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$183most kept, LITL

LITL$273 − $90 = $183

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDM, LITL

Today

5.5%most shared, FDM and LITL

FDMLITL

FDM—5.5%

LITL5.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%FDM, at 16.8% volatility

LITLWorst drop−9.4%16.3% vol

FDMWorst drop−9.3%16.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

LITLFDM

+17.0%Year to date+15.1%

2.7%Yield1.5%

+22.9%Past year+25.1%

0.90%Fee0.65%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026