Compare · 2 funds side by side · dividends reinvested

LITL and FDM

LITLSimplify×FDMFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,570FDM · best of the two

02 / 04

LITL and FDM, 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%$271M1.4

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.66%+20.3%+25.5%[…][…]−9.4%16.5%$8M1.5

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: LITL 2025 · FDM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $8M[…]

LITL

FDM

First Trust Dow Jones Select MicroCap Index Fund · $271M$16,570

$10,000 five years ago, dividends reinvested · they hold 8.2% in common

LITLMeasureFDM

+20.3%Year to dateJan 1 → Nov 4+18.1%

+25.5%1 yearTotal return+27.3%

[…]3 years · per year$10,000 became […] · $18,722+23.2%

[…]5 years · per year$10,000 became […] · $16,570+10.6%

0.90%Expense ratio$90 · $65 a year on $10k · lower is better0.65%

2.66%Trailing 12-mo yield$266 · $147 a year on $10k1.47%

−9.4%Worst dropSmaller is better−9.3%

16.5%VolatilityLower is calmer16.9%

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

3–3Level

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

More Ways to See the Pairs

LITL vs FDM: Top 5 Holdings

Today

LITL

2.9%in top 5

FDM

in top 58.3%

LITLStockFDM

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

0.6%SKWDnot top 5

0.6%PAYSnot top 5

0.6%UPWKnot top 5

0.6%JCAPnot top 5

0.6%TCMDnot top 5

Held in common8.2%

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

LITL vs FDM Returns, Every Period

SimplifyLITL

+25.5%

past year

FDMFirst Trust

+27.3%

past year

LITLFDMFaded: behind in that period

1–1Level

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

Income vs Unsorted: LITL vs FDM

YTD

SimplifyLITL

+20.3%

FDMFirst Trust

+18.1%

+20.3%Year to date+18.1%

−9.4%Worst drop · 1Y−9.3%

16.5%Volatility · 1Y16.9%

2.7%Yield1.5%

$7.6MAssets$271M

3–1LITL wins

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

Cost, Income and Risk

Fees: LITL, FDM

Today

0.65%lowest, FDM

FundExpense ratioFee$10k

FDM0.65%$65

LITL0.90%$90

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

Yields: LITL, FDM

2.66%highest, LITL

FundTrailing yieldYield$10k

LITL2.66%$266

FDM1.47%$147

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

Income After Fees on $10,000

$176most kept, LITL

LITL$266 − $90 = $176

FDM$147 − $65 = $82

KeptFee

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

Overlap: LITL, FDM

Today

8.2%most shared, LITL and FDM

LITLFDM

LITL—8.2%

FDM8.2%—

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

LITLWorst drop−9.4%16.5% vol

FDMWorst drop−9.3%16.9% vol

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

Paid More vs Made More

YTD

LITLFDM

+20.3%Year to date+18.1%

2.7%Yield1.5%

+25.5%Past year+27.3%

0.90%Fee0.65%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026