Compare · 2 funds side by side · dividends reinvested

FGD and VYM

FGDFirst Trust×VYMVanguard×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,978FGD · best of the two

02 / 04

FGD and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Global Select Dividend Index FundIncome · Dividend stocks0.55%5.73%+14.7%+22.1%+26.1%+11.6%−9.8%12.4%$1.6B1.5

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.25%+15.8%+19.0%+21.5%+11.6%−6.7%10.0%$78.9B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FGD 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Dow Jones Global Select Dividend Index Fund · $1.6B$17,978

FGD

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,305

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

FGDMeasureVYM

+14.7%Year to dateJan 1 → Nov 4+15.8%

+22.1%1 yearTotal return+19.0%

+26.1%3 years · per year$10,000 became $20,072 · $17,952+21.5%

+11.6%5 years · per year$10,000 became $17,342 · $17,305+11.6%

0.55%Expense ratio$55 · $4 a year on $10k · lower is better0.04%

5.73%Trailing 12-mo yield$573 · $225 a year on $10k2.25%

−9.8%Worst dropSmaller is better−6.7%

12.4%VolatilityLower is calmer10.0%

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

3–4VYM wins

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

More Ways to See the Pairs

FGD vs VYM: Top 5 Holdings

Today

FGD

10.1%in top 5

VYM

in top 518.2%

FGDStockVYM

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

2.8%RHInot top 5

not top 5JNJ2.7%

not top 5ABBV2.0%

1.9%017800.Knot top 5

1.9%TEP.PAnot top 5

1.8%OMV.VInot top 5

1.7%BME.Lnot top 5

Held in common2.5%

End-of-day Nov 4, 2026 · share of each fund

FGD vs VYM Returns, Every Period

First TrustFGD

+11.6%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

FGDVYMFaded: behind in that period

2–1FGD wins

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

FGD vs VYM

YTD

First TrustFGD

+14.7%

VYMVanguard

+15.8%

+14.7%Year to date+15.8%

−9.8%Worst drop · 1Y−6.7%

12.4%Volatility · 1Y10.0%

5.7%Yield2.3%

$1.6BAssets$78.9B

3–1VYM wins

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

Cost, Income and Risk

Fees: FGD, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FGD0.55%$55

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

Yields: FGD, VYM

5.73%highest, FGD

FundTrailing yieldYield$10k

FGD5.73%$573

VYM2.25%$225

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

Income After Fees on $10,000

$518most kept, FGD

FGD$573 − $55 = $518

VYM$225 − $4 = $221

KeptFee

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

Overlap: FGD, VYM

Today

2.5%most shared, FGD and VYM

FGDVYM

FGD—2.5%

VYM2.5%—

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

Return vs Bumpiness: 2 ETFs

+22.1%FGD, at 12.4% volatility

VYMWorst drop−6.7%10.0% vol

FGDWorst drop−9.8%12.4% vol

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

Paid More vs Made More

YTD

FGDVYM

+14.7%Year to date+15.8%

5.7%Yield2.3%

+22.1%Past year+19.0%

0.55%Fee0.04%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 4, 2026