Compare · 2 funds side by side · dividends reinvested

FRI and VYM

FRIFirst Trust×VYMVanguard×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,324VYM · best of the two

Story of the two · IncomeMost incomeFRI · 2.54% · $254 a year on $10k

Story of the two · RiskSmallest drop

FRI and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.23%+17.0%+19.9%+20.1%+11.6%−6.7%10.9%$78.9B1.3

First Trust S&P REIT Index FundSectors · Real estate0.51%2.54%+17.2%+15.8%+14.7%+3.2%−12.1%13.7%$208M1.8

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

End-of-day Nov 11, 2026 · returns include dividends · since: FRI 2007 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust S&P REIT Index Fund · $208M$11,726

FRI

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,324

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

FRIMeasureVYM

+17.2%

More Ways to See the Pairs

FRI vs VYM: Top 5 Holdings

Today

FRI

35.9%in top 5

VYM

in top 518.2%

FRIStockVYM

12.9%WELLnot top 5

8.9%PLDnot top 5

not top 5AVGO6.9%

4.7%EQIXnot top 5

4.7%SPGnot top 5

Cost, Income and Risk

Fees: FRI, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FRI0.51%$51

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FRI, VYM

1Y

2.54%highest, FRI

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+17.0%

+15.8%1 yearTotal return+19.9%

+14.7%3 years · per year$10,000 became $15,096 · $17,307+20.1%

+3.2%5 years · per year$10,000 became $11,726 · $17,324+11.6%

0.51%Expense ratio$51 · $4 a year on $10k · lower is better0.04%

2.54%Trailing 12-mo yield$254 · $223 a year on $10k2.23%

−12.1%Worst dropSmaller is better−6.7%

13.7%VolatilityLower is calmer10.9%

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

2–6VYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%DLRnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FRI vs VYM Returns, Every Period

5Y

First TrustFRI

+3.2%

5 years, per year

VYMVanguard

+11.6%

5 years, per year

FRIVYMFaded: behind in that period

1–3VYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Sector vs Income: FRI vs VYM

YTD

First TrustFRI

+17.2%

VYMVanguard

+17.0%

+17.2%Year to date+17.0%

−12.1%Worst drop · 1Y−6.7%

13.7%Volatility · 1Y10.9%

2.5%Yield2.2%

$208MAssets$78.9B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FRI2.54%$254

VYM2.23%$223

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$219most kept, VYM

VYM$223 − $4 = $219

FRI$254 − $51 = $203

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FRI, VYM

Today

0.0%most shared, FRI and VYM

FRIVYM

FRI—0.0%

VYM0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+19.9%VYM, at 10.9% volatility

VYMWorst drop−6.7%10.9% vol

FRIWorst drop−12.1%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FRIVYM

+17.2%Year to date+17.0%

2.5%Yield2.2%

+15.8%Past year+19.9%

0.51%Fee0.04%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

Loading…

FRI and VYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two