FDM vs DEEP

AFDM

BDEEP

Measures won4–2FDM wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG · FDM $16,570

Lowest cost0.03%VUG · $3 on $10k

Most income2.00%DEEP · $200 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

+23.2%3 years · per year$18,722 · $15,014+14.5%

+10.6%5 years · per year$16,570 · $13,390+6.0%

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

1.47%12-mo yield$147 · $200 on $10k2.00%

−9.3%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins17.3%

4–2FDM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · DEEP

1.6%APOG1.2%

1.1%CCSI1.0%

0.9%IIIN1.0%

0.8%EBF1.0%

Held in common7.5%

End-of-day Nov 4, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
3	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M
3	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.00%	+2.9%	+24.5%	+28.8%	+14.5%	+6.0%	−8.9%	$26M

End-of-day Nov 4, 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

$16,570

DEEP

Acquirers Small and Micro Deep Value

$13,390

MeasureFDMDEEP

Fee0.65%0.80%

Cost on $10k a year$65$80

Yield1.47%2.00%

5 years, per year+10.6%+6.0%

3 years, per year+23.2%+14.5%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.9%17.3%

4–2measures won
FDM first

7.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDM, DEEP, VUG

Today

7.5%most shared, FDM and DEEP

FDMDEEPVUG

FDM—7.5%0.0%

DEEP7.5%—0.0%

VUG0.0%0.0%—

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

Income After Fees on $10,000

$120most kept, DEEP

DEEP$200 − $80 = $120

FDM$147 − $65 = $82

VUG$40 − $3 = $37

KeptFee

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