Compare · 3 funds side by side · dividends reinvested

LITL, FDM and VIG

LITLSimplify×FDMFirst Trust×VIGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,331VIG · best of the three

02 / 04

LITL, FDM and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.52%+13.9%+24.2%+21.7%+9.5%−9.3%17.3%$275M1.9

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.49%+12.5%+15.2%+18.9%+10.3%−7.9%10.8%$109B1.9

Simplify Piper Sandler US Small-Cap PLUS Income ETFIncome · Dividend stocks0.90%2.78%+15.1%+20.4%[…][…]−9.4%17.1%$7M2.0

Rank among the three1st → 3rdFee, 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: LITL 2025 · FDM 2005 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $7M[…]

LITL

FDM

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

$10,000 five years ago, dividends reinvested · they hold 8.1% in common

LITLMeasureFDM

+15.1%Year to dateJan 1 → Nov 5+13.9%

+20.4%1 yearTotal return+24.2%

[…]3 years · per year$10,000 became […] · $18,010+21.7%

[…]5 years · per year$10,000 became […] · $15,739+9.5%

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

2.78%Trailing 12-mo yield$278 · $152 a year on $10k1.52%

−9.4%Worst dropSmaller is better−9.3%

17.1%VolatilityLower is calmer17.3%

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

3–3Level

End-of-day Nov 5, 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

3.1%in top 5

FDM

in top 58.4%

LITLStockFDM

not top 5PD2.1%

not top 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

0.7%YOUnot top 5

0.6%CNMDnot top 5

0.6%LMBnot top 5

0.6%SKWDnot top 5

0.6%TCMDnot top 5

Held in common8.1%

End-of-day Nov 5, 2026 · share of each fund

LITL vs FDM Returns, Every Period

SimplifyLITL

+20.4%

past year

FDMFirst Trust

+24.2%

past year

LITLFDMFaded: behind in that period

1–1Level

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

Income vs Unsorted: LITL vs FDM

YTD

SimplifyLITL

+15.1%

FDMFirst Trust

+13.9%

+15.1%Year to date+13.9%

−9.4%Worst drop · 1Y−9.3%

17.1%Volatility · 1Y17.3%

2.8%Yield1.5%

$7.0MAssets$275M

3–1LITL wins

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

Cost, Income and Risk

Fees: LITL, FDM, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FDM0.65%$65

LITL0.90%$90

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

Yields: LITL, FDM, VIG

2.78%highest, LITL

FundTrailing yieldYield$10k

LITL2.78%$278

FDM1.52%$152

VIG1.49%$149

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

Income After Fees on $10,000

$188most kept, LITL

LITL$278 − $90 = $188

VIG$149 − $4 = $145

FDM$152 − $65 = $87

KeptFee

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

Overlap: LITL, FDM, VIG

Today

8.1%most shared, LITL and FDM

LITLFDMVIG

LITL—8.1%0.2%

FDM8.1%—0.0%

VIG0.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+24.2%FDM, at 17.3% volatility

VIGWorst drop−7.9%10.8% vol

LITLWorst drop−9.4%17.1% 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

LITLFDM

+15.1%Year to date+13.9%

2.8%Yield1.5%

+20.4%Past year+24.2%

0.90%Fee0.65%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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