DEEP vs FDM

ADEEP

BFDM

Measures won2–4FDM wins · of 6 · 5Y

$10,000 · 5Y$15,614FDM · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income2.10%DEEP · $210 on $10k

Smallest drop−8.9%DEEP · worst fall in 1Y

Held in common7.5%DEEP and FDM

DEEP

FDM

Acquirers Small and Micro Deep Value ETF · $26MFirst Trust Dow Jones Select MicroCap Index Fund · $275M

+12.1%3 years · per year$14,092 · $17,957+21.5%

+4.5%5 years · per year$12,487 · $15,614+9.3%

0.80%Expense ratio$80 · $65 on $10k · lower wins0.65%

2.10%12-mo yield$210 · $153 on $10k1.53%

−8.9%Worst dropSmaller wins−9.3%

17.5%VolatilityLower wins17.2%

2–4FDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDEEP · FDM

1.2%APOG1.6%

1.0%CCSI1.1%

0.9%IIIN0.9%

1.0%EBF0.8%

Held in common7.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$275M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$26M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.53%	−0.6%	+13.3%	+20.9%	+21.5%	+9.3%	−9.3%	$275M
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	ADEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.10%	−1.1%	+18.3%	+21.3%	+12.1%	+4.5%	−8.9%	$26M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DEEP vs FDM

DEEP

Acquirers Small and Micro Deep Value

$12,487

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,615

MeasureDEEPFDM

Fee0.80%0.65%

Cost on $10k a year$80$65

Yield2.10%1.53%

5 years, per year+4.5%+9.3%

3 years, per year+12.1%+21.5%

Worst drop · 1Y−8.9%−9.3%

Volatility · 1Y17.5%17.2%

4–2measures won
FDM first

7.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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$59.1B

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DEEP, FDM, IWF

Today

7.5%most shared, DEEP and FDM

DEEPFDMIWF

DEEP—7.5%0.0%

FDM7.5%—0.0%

IWF0.0%0.0%—

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

Income After Fees on $10,000

$130most kept, DEEP

DEEP$210 − $80 = $130

FDM$153 − $65 = $88

IWF$39 − $18 = $21

KeptFee

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