Compare · 2 funds side by side · dividends reinvested

FDM and VUG

FDMFirst Trust×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

FDM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.47%+18.1%+27.3%+23.2%+10.6%−9.3%16.9%$268M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

FDM

First Trust Dow Jones Select MicroCap Index Fund · $268M$16,570

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

VUGMeasureFDM

+6.3%Year to dateJan 1 → Nov 4+18.1%

+3.4%1 yearTotal return+27.3%

+25.4%3 years · per year$10,000 became $19,712 · $18,722+23.2%

+11.4%5 years · per year$10,000 became $17,153 · $16,570+10.6%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

0.40%Trailing 12-mo yield$40 · $147 a year on $10k1.47%

−16.1%Worst dropSmaller is better−9.3%

18.2%VolatilityLower is calmer16.9%

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

3–5FDM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs FDM: Top 5 Holdings

Today

VUG

45.2%in top 5

FDM

in top 58.3%

VUGStockFDM

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot 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 4, 2026 · share of each fund

VUG vs FDM Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

FDMFirst Trust

+10.6%

5 years, per year

VUGFDMFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: VUG vs FDM

YTD

VanguardVUG

+6.3%

FDMFirst Trust

+18.1%

+6.3%Year to date+18.1%

−16.1%Worst drop · 1Y−9.3%

18.2%Volatility · 1Y16.9%

0.4%Yield1.5%

$233BAssets$268M

4–0FDM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDM, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDM0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDM, VUG

1.47%highest, FDM

FundTrailing yieldYield$10k

FDM1.47%$147

VUG0.40%$40

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$82most kept, FDM

FDM$147 − $65 = $82

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDM, VUG

Today

0.0%most shared, FDM and VUG

FDMVUG

FDM—0.0%

VUG0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.3%FDM, at 16.9% volatility

FDMWorst drop−9.3%16.9% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVUG

+18.1%Year to date+6.3%

1.5%Yield0.4%

+27.3%Past year+3.4%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026