FDM vs DEEP

AFDM

BDEEP

Measures won4–2FDM wins · of 6 · 5Y

$10,000 · 5Y$16,565VUG · IWF $15,892

Lowest cost0.03%VUG · $3 on $10k

Most income2.05%DEEP · $205 on $10k

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

Held in common7.7%FDM and DEEP

FDM

DEEP

First Trust Dow Jones Select MicroCap Index Fund · $264MAcquirers Small and Micro Deep Value ETF · $25M

+21.4%3 years · per year$17,896 · $14,221+12.5%

+9.2%5 years · per year$15,503 · $12,490+4.5%

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

1.50%12-mo yield$150 · $205 on $10k2.05%

−9.3%Worst dropSmaller wins−8.9%

17.2%VolatilityLower wins17.6%

4–2FDM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDM · DEEP

1.6%APOG1.3%

1.3%CCSI1.3%

0.9%IIIN0.9%

0.8%EBF1.0%

Held in common7.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.50%	+1.8%	+15.3%	+24.3%	+21.4%	+9.2%	−9.3%	$264M
4	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.50%	+1.8%	+15.3%	+24.3%	+21.4%	+9.2%	−9.3%	$264M
4	BDEEP	Acquirers Small and Micro Deep Value ETFRead Desk	0.80%	2.05%	+2.4%	+21.1%	+26.8%	+12.5%	+4.5%	−8.9%	$25M

End-of-day Nov 9, 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

$15,503

DEEP

Acquirers Small and Micro Deep Value

$12,490

MeasureFDMDEEP

Fee0.65%0.80%

Cost on $10k a year$65$80

Yield1.50%2.05%

5 years, per year+9.2%+4.5%

3 years, per year+21.4%+12.5%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y17.2%17.6%

4–2measures won
FDM first

7.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FDM, DEEP, VUG, IWF

Today

78.1%most shared, VUG and IWF

FDMDEEPVUGIWF

FDM—7.7%0.0%0.0%

DEEP7.7%—0.0%0.0%

VUG0.0%0.0%—78.1%

IWF0.0%0.0%78.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, DEEP

DEEP$205 − $80 = $125

FDM$150 − $65 = $85

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee