Compare · 3 funds side by side · dividends reinvested

FDM, VTI and IVV

FDMFirst Trust×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

FDM, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.0

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$275M2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDM 2005 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

FDM

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

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

FDMMeasureVTI

+13.9%Year to dateJan 1 → Nov 5+8.4%

+24.2%1 yearTotal return+9.9%

+21.7%3 years · per year$10,000 became $18,010 · $18,113+21.9%

+9.5%5 years · per year$10,000 became $15,739 · $16,332+10.3%

0.65%Expense ratio$65 · $3 a year on $10k · lower is better0.03%

1.52%Trailing 12-mo yield$152 · $110 a year on $10k1.10%

−9.3%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer13.7%

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

3–5VTI wins

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

More Ways to See the Pairs

FDM vs VTI: Top 5 Holdings

Today

FDM

8.4%in top 5

VTI

in top 525.0%

FDMStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.1%PDnot top 5

1.6%QNSTnot top 5

1.6%APOGnot top 5

1.5%SMPnot top 5

1.5%RIGLnot top 5

Held in common0.0%

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

FDM vs VTI Returns, Every Period

First TrustFDM

+9.5%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

FDMVTIFaded: behind in that period

2–2Level

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

Unsorted vs Core: FDM vs IVV

YTD

First TrustFDM

+13.9%

IVViShares

+8.4%

+13.9%Year to date+8.4%

−9.3%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y13.6%

1.5%Yield1.1%

$275MAssets$850B

2–2level

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

Cost, Income and Risk

Fees: FDM, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

FDM0.65%$65

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

Yields: FDM, VTI, IVV

1.52%highest, FDM

FundTrailing yieldYield$10k

FDM1.52%$152

IVV1.14%$114

VTI1.10%$110

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

FDM$152 − $65 = $87

KeptFee

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

Overlap: FDM, VTI, IVV

Today

86.5%most shared, VTI and IVV

FDMVTIIVV

FDM—0.0%0.0%

VTI0.0%—86.5%

IVV0.0%86.5%—

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

Return vs Bumpiness: 3 ETFs

+24.2%FDM, at 17.3% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% 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

FDMVTI

+13.9%Year to date+8.4%

1.5%Yield1.1%

+24.2%Past year+9.9%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026