Compare · 2 funds side by side · dividends reinvested

MDIV and VYM

MDIVFirst Trust×VYMVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,742VYM · best of the two

02 / 04

MDIV and VYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.22%+17.2%+21.2%+21.6%+12.2%−6.7%10.1%$78.9B1.4

Multi-Asset Diversified Income Index FundIncome · Dividend stocks0.83%7.46%+9.6%+12.1%+11.9%+6.1%−6.1%6.8%$419M1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: MDIV 2012 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

Multi-Asset Diversified Income Index Fund · $419M$13,474

MDIV

VYM

Vanguard High Dividend Yield ETF · $78.9B$17,742

$10,000 five years ago, dividends reinvested · they hold 6.3% in common

MDIVMeasureVYM

+9.6%Year to dateJan 1 → Nov 4+17.2%

+12.1%1 yearTotal return+21.2%

+11.9%3 years · per year$10,000 became $14,009 · $17,970+21.6%

+6.1%5 years · per year$10,000 became $13,474 · $17,742+12.2%

0.83%Expense ratio$83 · $4 a year on $10k · lower is better0.04%

7.46%Trailing 12-mo yield$746 · $222 a year on $10k2.22%

−6.1%Worst dropSmaller is better−6.7%

6.8%VolatilityLower is calmer10.1%

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

3–5VYM wins

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

More Ways to See the Pairs

MDIV vs VYM: Top 5 Holdings

Today

MDIV

25.7%in top 5

VYM

in top 518.2%

MDIVStockVYM

20.4%HYLSnot top 5

not top 5AVGO6.9%

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

1.3%KRPnot top 5

1.3%MNRnot top 5

1.3%NLYnot top 5

1.3%AGNCnot top 5

Held in common6.3%

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

MDIV vs VYM Returns, Every Period

First TrustMDIV

+6.1%

5 years, per year

VYMVanguard

+12.2%

5 years, per year

MDIVVYMFaded: behind in that period

0–4VYM wins

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

MDIV vs VYM

YTD

First TrustMDIV

+9.6%

VYMVanguard

+17.2%

+9.6%Year to date+17.2%

−6.1%Worst drop · 1Y−6.7%

6.8%Volatility · 1Y10.1%

7.5%Yield2.2%

$419MAssets$78.9B

3–1MDIV wins

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

Cost, Income and Risk

Fees: MDIV, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

MDIV0.83%$83

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

Yields: MDIV, VYM

7.46%highest, MDIV

FundTrailing yieldYield$10k

MDIV7.46%$746

VYM2.22%$222

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

Income After Fees on $10,000

$663most kept, MDIV

MDIV$746 − $83 = $663

VYM$222 − $4 = $218

KeptFee

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

Overlap: MDIV, VYM

Today

6.3%most shared, MDIV and VYM

MDIVVYM

MDIV—6.3%

VYM6.3%—

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

Return vs Bumpiness: 2 ETFs

+21.2%VYM, at 10.1% volatility

MDIVWorst drop−6.1%6.8% vol

VYMWorst drop−6.7%10.1% vol

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

Paid More vs Made More

YTD

MDIVVYM

+9.6%Year to date+17.2%

7.5%Yield2.2%

+12.1%Past year+21.2%

0.83%Fee0.04%

3–1VYM wins

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