Compare · 2 funds side by side · dividends reinvested

FDM and VIG

FDMFirst Trust×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

FDM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$275M1.5

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,331

VIG

FDM

First Trust Dow Jones Select MicroCap Index Fund · $275M$15,739

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

VIGMeasureFDM

+12.5%Year to dateJan 1 → Nov 5+13.9%

+15.2%1 yearTotal return+24.2%

+18.9%3 years · per year$10,000 became $16,814 · $18,010+21.7%

+10.3%5 years · per year$10,000 became $16,331 · $15,739+9.5%

0.04%Expense ratio$4 · $65 a year on $10k · lower is better0.65%

1.49%Trailing 12-mo yield$149 · $152 a year on $10k1.52%

−7.9%Worst dropSmaller is better−9.3%

10.8%VolatilityLower is calmer17.3%

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

4–4Level

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

More Ways to See the Pairs

VIG vs FDM: Top 5 Holdings

Today

VIG

22.1%in top 5

FDM

in top 58.4%

VIGStockFDM

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

3.9%JPMnot top 5

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

VIG vs FDM Returns, Every Period

VanguardVIG

+10.3%

5 years, per year

FDMFirst Trust

+9.5%

5 years, per year

VIGFDMFaded: behind in that period

1–3FDM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Unsorted: VIG vs FDM

YTD

VanguardVIG

+12.5%

FDMFirst Trust

+13.9%

+12.5%Year to date+13.9%

−7.9%Worst drop · 1Y−9.3%

10.8%Volatility · 1Y17.3%

1.5%Yield1.5%

$109BAssets$275M

2–1VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDM0.65%$65

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDM, VIG

1.52%highest, FDM

FundTrailing yieldYield$10k

FDM1.52%$152

VIG1.49%$149

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

FDM$152 − $65 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FDM, VIG

Today

0.0%most shared, FDM and VIG

FDMVIG

FDM—0.0%

VIG0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.2%FDM, at 17.3% volatility

VIGWorst drop−7.9%10.8% vol

FDMWorst drop−9.3%17.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVIG

+13.9%Year to date+12.5%

1.5%Yield1.5%

+24.2%Past year+15.2%

0.65%Fee0.04%

2–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026