FDM vs DEEP

AFDM

BDEEP

Measures won4–2FDM wins · of 6 · 5Y

$10,000 · 5Y$15,739FDM · DEEP $12,667

Lowest cost0.65%FDM · $65 on $10k

Most income2.78%LITL · $278 on $10k

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

Held in common7.5%FDM and DEEP

FDM

DEEP

First Trust Dow Jones Select MicroCap Index Fund · $268MAcquirers Small and Micro Deep Value ETF · $26M

+21.7%3 years · per year$18,010 · $14,312+12.7%

+9.5%5 years · per year$15,739 · $12,667+4.8%

0.65%Expense ratio$65 · $80 on $10k · lower wins0.80%

1.52%12-mo yield$152 · $208 on $10k2.08%

−9.3%Worst dropSmaller wins−8.9%

17.3%VolatilityLower wins17.7%

4–2FDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · DEEP

1.6%APOG1.3%

1.1%CCSI1.0%

0.9%IIIN0.9%

0.8%EBF1.0%

Held in common7.5%

End-of-day Nov 5, 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	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M
2	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.08%	−3.9%	+19.5%	+25.6%	+12.7%	+4.8%	−8.9%	$26M
3	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.78%	−4.3%	+15.1%	+20.4%	new	new	−9.4%	$7M

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

All Three

5Y3 funds

#
1	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$268M
2	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.08%	−3.9%	+19.5%	+25.6%	+12.7%	+4.8%	−8.9%	$26M
3	LITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.78%	−4.3%	+15.1%	+20.4%	new	new	−9.4%	$7M

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

Cards for this view

FDM vs DEEP

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

DEEP

Acquirers Small and Micro Deep Value

$12,667

MeasureFDMDEEP

Fee0.65%0.80%

Cost on $10k a year$65$80

Yield1.52%2.08%

5 years, per year+9.5%+4.8%

3 years, per year+21.7%+12.7%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y17.3%17.7%

4–2measures won
FDM first

7.5%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDM, DEEP, LITL

Today

9.0%most shared, DEEP and LITL

FDMDEEPLITL

FDM—7.5%8.1%

DEEP7.5%—9.0%

LITL8.1%9.0%—

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

Income After Fees on $10,000

$188most kept, LITL

LITL$278 − $90 = $188

DEEP$208 − $80 = $128

FDM$152 − $65 = $87

KeptFee

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