Compare · 2 funds side by side · dividends reinvested

FDM and VYM

FDMFirst Trust×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,002VYM · best of the two

02 / 04

FDM and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.30%+13.3%+17.7%+20.0%+11.2%−6.7%10.6%$78.9B1.4

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$275M1.6

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

FDM

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,002

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

FDMMeasureVYM

+13.9%Year to dateJan 1 → Nov 5+13.3%

+24.2%1 yearTotal return+17.7%

+21.7%3 years · per year$10,000 became $18,010 · $17,266+20.0%

+9.5%5 years · per year$10,000 became $15,739 · $17,002+11.2%

0.65%Expense ratio$65 · $4 a year on $10k · lower is better0.04%

1.52%Trailing 12-mo yield$152 · $230 a year on $10k2.30%

−9.3%Worst dropSmaller is better−6.7%

17.3%VolatilityLower is calmer10.6%

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

3–5VYM 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 VYM: Top 5 Holdings

Today

FDM

8.4%in top 5

VYM

in top 518.2%

FDMStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

2.1%PDnot top 5

not top 5ABBV2.0%

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 VYM Returns, Every Period

First TrustFDM

+9.5%

5 years, per year

VYMVanguard

+11.2%

5 years, per year

FDMVYMFaded: behind in that period

3–1FDM wins

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

Unsorted vs Income: FDM vs VYM

YTD

First TrustFDM

+13.9%

VYMVanguard

+13.3%

+13.9%Year to date+13.3%

−9.3%Worst drop · 1Y−6.7%

17.3%Volatility · 1Y10.6%

1.5%Yield2.3%

$275MAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: FDM, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FDM0.65%$65

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

Yields: FDM, VYM

2.30%highest, VYM

FundTrailing yieldYield$10k

VYM2.30%$230

FDM1.52%$152

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

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

FDM$152 − $65 = $87

KeptFee

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

Overlap: FDM, VYM

Today

0.0%most shared, FDM and VYM

FDMVYM

FDM—0.0%

VYM0.0%—

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

VYMWorst drop−6.7%10.6% 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

VYMFDM

+13.3%Year to date+13.9%

2.3%Yield1.5%

+17.7%Past year+24.2%

0.04%Fee0.65%

2–2level

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

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

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