FDM vs IJH5YFDMFDMAvsBIJHIJHFirst Trust Dow Jones Select MicroCap Index Fund · $264MiShares Core S&P Mid-Cap ETF · $125BReturns · dividends in+20.5%3 years · per year$17,514 · $15,596+16.0%+9.3%5 years · per year$15,569 · $13,971+6.9%Cost and income0.65%Expense ratio$65 · $5 on $10k · lower wins0.05%1.51%12-mo yield$151 · $122 on $10k1.22%Risk · 1 yearEnd-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFDMFirst Trust Dow Jones Select MicroCap Index FundReadDesk0.65%1.51%−0.2%+15.1%+23.1%+20.5%+9.3%−9.3%$264M2BIJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AFDMFirst Trust Dow Jones Select MicroCap Index FundReadDesk0.65%1.51%−0.2%+15.1%+23.1%+20.5%+9.3%−9.3%$264M2BIJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+13.2%+15.7%+16.0%+6.9%−8.8%$125.2BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Overlap: FDM, IJHToday0.0%most shared, FDM and IJHFDMIJHFDM—0.0%IJH0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
FDM vs IJH5YAFDMFirst Trust Dow Jones Select MicroCap Index Fund$15,569vsIJHBiShares Core S&P Mid-Cap$13,971$10k$15kNov 2021Nov 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: FDM, IJHToday0.0%most shared, FDM and IJHFDMIJHFDM—0.0%IJH0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117FDM$151 − $65 = $86KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee