Compare · 3 funds side by side · dividends reinvested

FDM, SCHD and VIG

FDMFirst Trust×SCHDSchwab×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,638VIG · best of the three

02 / 04

FDM, SCHD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B2.1

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.50%+15.3%+24.3%+21.4%+9.2%−9.3%17.2%$264M2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDM 2005 · SCHD 2011 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,503

FDM

SCHD

Schwab U.S. Dividend Equity ETF · $122B$16,459

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

FDMMeasureSCHD

+15.3%Year to dateJan 1 → Nov 9+33.2%

+24.3%1 yearTotal return+39.1%

+21.4%3 years · per year$10,000 became $17,896 · $17,123+19.6%

+9.2%5 years · per year$10,000 became $15,503 · $16,459+10.5%

0.65%Expense ratio$65 · $6 a year on $10k · lower is better0.06%

1.50%Trailing 12-mo yield$150 · $296 a year on $10k2.96%

−9.3%Worst dropSmaller is better−6.9%

17.2%VolatilityLower is calmer11.8%

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

1–7SCHD wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDM vs SCHD: Top 5 Holdings

Today

FDM

8.4%in top 5

SCHD

in top 521.4%

FDMStockSCHD

not top 5PG4.4%

not top 5TXN4.3%

not top 5KO4.3%

not top 5HD4.3%

not top 5AMGN4.1%

2.0%PDnot top 5

1.8%QNSTnot top 5

1.6%APOGnot top 5

1.6%SMPnot top 5

1.4%ORRFnot top 5

Held in common0.1%

End-of-day Nov 9, 2026 · share of each fund

FDM vs SCHD Returns, Every Period

First TrustFDM

+9.2%

5 years, per year

SCHDSchwab

+10.5%

5 years, per year

FDMSCHDFaded: behind in that period

1–3SCHD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: FDM vs SCHD

YTD

First TrustFDM

+15.3%

SCHDSchwab

+33.2%

+15.3%Year to date+33.2%

−9.3%Worst drop · 1Y−6.9%

17.2%Volatility · 1Y11.8%

1.5%Yield3.0%

$264MAssets$122B

4–0SCHD wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, SCHD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

SCHD0.06%$6

FDM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDM, SCHD, VIG

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

FDM1.50%$150

VIG1.46%$146

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

VIG$146 − $4 = $142

FDM$150 − $65 = $85

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDM, SCHD, VIG

Today

14.5%most shared, SCHD and VIG

FDMSCHDVIG

FDM—0.1%0.0%

SCHD0.1%—14.5%

VIG0.0%14.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+39.1%SCHD, at 11.8% volatility

VIGWorst drop−7.9%11.0% vol

SCHDWorst drop−6.9%11.8% vol

FDMWorst drop−9.3%17.2% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFDM

+33.2%Year to date+15.3%

3.0%Yield1.5%

+39.1%Past year+24.3%

0.06%Fee0.65%

4–0SCHD wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026