Compare · 3 funds side by side · dividends reinvested

VUG, FDM and IWF

VUGVanguard×FDMFirst Trust×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

VUG, FDM and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Dow Jones Select MicroCap Index FundUnsorted0.65%1.53%+13.3%+20.9%+21.5%+9.3%−9.3%17.2%$264M1.5

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: VUG 2004 · FDM 2005 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,124

VUG

FDM

First Trust Dow Jones Select MicroCap Index Fund · $264M$15,614

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

VUGMeasureFDM

+1.4%Year to dateJan 1 → Nov 6+13.3%

+0.2%1 yearTotal return+20.9%

+22.6%3 years · per year$10,000 became $18,415 · $17,957+21.5%

+10.0%5 years · per year$10,000 became $16,124 · $15,614+9.3%

0.03%Expense ratio$3 · $65 a year on $10k · lower is better0.65%

0.42%Trailing 12-mo yield$42 · $153 a year on $10k1.53%

−15.1%Worst dropSmaller is better−9.3%

19.0%VolatilityLower is calmer17.2%

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

3–5FDM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs FDM: Top 5 Holdings

Today

VUG

45.2%in top 5

FDM

in top 58.4%

VUGStockFDM

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

5.2%GOOGLnot top 5

4.3%AVGOnot top 5

not top 5PD2.1%

not top 5QNST1.8%

not top 5SMP1.6%

not top 5APOG1.6%

not top 5ORRF1.4%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

VUG vs FDM Returns, Every Period

VanguardVUG

+10.0%

5 years, per year

FDMFirst Trust

+9.3%

5 years, per year

VUGFDMFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Unsorted: VUG vs FDM

YTD

VanguardVUG

+1.4%

FDMFirst Trust

+13.3%

+1.4%Year to date+13.3%

−15.1%Worst drop · 1Y−9.3%

19.0%Volatility · 1Y17.2%

0.4%Yield1.5%

$233BAssets$264M

4–0FDM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, FDM, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

FDM0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: VUG, FDM, IWF

1.53%highest, FDM

FundTrailing yieldYield$10k

FDM1.53%$153

VUG0.42%$42

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$88most kept, FDM

FDM$153 − $65 = $88

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: VUG, FDM, IWF

Today

78.0%most shared, VUG and IWF

VUGFDMIWF

VUG—0.0%78.0%

FDM0.0%—0.0%

IWF78.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%FDM, at 17.2% volatility

FDMWorst drop−9.3%17.2% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVUG

+13.3%Year to date+1.4%

1.5%Yield0.4%

+20.9%Past year+0.2%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026