Compare · 2 funds side by side · dividends reinvested

VUG and FDM

VUGVanguard×FDMFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

VUG and FDM, 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%$268M1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: VUG 2004 · FDM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,052

VUG

FDM

First Trust Dow Jones Select MicroCap Index Fund · $268M$15,739

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

VUGMeasureFDM

+0.5%Year to dateJan 1 → Nov 5+13.9%

−0.6%1 yearTotal return+24.2%

+22.8%3 years · per year$10,000 became $18,532 · $18,010+21.7%

+9.9%5 years · per year$10,000 became $16,052 · $15,739+9.5%

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

0.43%Trailing 12-mo yield$43 · $152 a year on $10k1.52%

−15.1%Worst dropSmaller is better−9.3%

19.0%VolatilityLower is calmer17.3%

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

3–5FDM wins

End-of-day Nov 5, 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 5QNST1.6%

not top 5APOG1.6%

not top 5SMP1.5%

not top 5RIGL1.5%

Held in common0.0%

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

VUG vs FDM Returns, Every Period

VanguardVUG

+9.9%

5 years, per year

FDMFirst Trust

+9.5%

5 years, per year

VUGFDMFaded: behind in that period

2–2Level

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

Stocks vs Unsorted: VUG vs FDM

YTD

VanguardVUG

+0.5%

FDMFirst Trust

+13.9%

+0.5%Year to date+13.9%

−15.1%Worst drop · 1Y−9.3%

19.0%Volatility · 1Y17.3%

0.4%Yield1.5%

$233BAssets$268M

4–0FDM wins

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

Cost, Income and Risk

Fees: VUG, FDM

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

FDM0.65%$65

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

Yields: VUG, FDM

1.52%highest, FDM

FundTrailing yieldYield$10k

FDM1.52%$152

VUG0.43%$43

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

Income After Fees on $10,000

$87most kept, FDM

FDM$152 − $65 = $87

VUG$43 − $3 = $40

KeptFee

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

Overlap: VUG, FDM

Today

0.0%most shared, VUG and FDM

VUGFDM

VUG—0.0%

FDM0.0%—

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

Return vs Bumpiness: 2 ETFs

+24.2%FDM, at 17.3% volatility

FDMWorst drop−9.3%17.3% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDMVUG

+13.9%Year to date+0.5%

1.5%Yield0.4%

+24.2%Past year−0.6%

0.65%Fee0.03%

3–1FDM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD 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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026