FDM vs IJR

AFDM

BIJR

Measures won4–2FDM wins · of 6 · 5Y

$10,000 · 5Y$15,614FDM · IJR $13,170

Lowest cost0.06%IJR · $6 on $10k

Most income1.53%FDM · $153 on $10k

Smallest drop−9.3%FDM · worst fall in 1Y

Held in common0.4%FDM and IJR

FDM

IJR

First Trust Dow Jones Select MicroCap Index Fund · $264MiShares Core S&P Small-Cap ETF · $104B

+21.5%3 years · per year$17,957 · $16,147+17.3%

+9.3%5 years · per year$15,614 · $13,170+5.7%

0.65%Expense ratio$65 · $6 on $10k · lower wins0.06%

1.53%12-mo yield$153 · $124 on $10k1.24%

−9.3%Worst dropSmaller wins−9.7%

17.2%VolatilityLower wins16.2%

4–2FDM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · IJR

1.8%QNST0.1%

1.6%SMP0.1%

1.6%APOG0.1%

1.2%PAHC0.0%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
1	AFDM	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%	$264M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

Both

5Y2 funds

#			Trend
1	AFDM	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%	$264M
2	BIJR	iShares Core S&P Small-Cap ETFRead Desk		0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

FDM vs IJR

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,615

IJR

iShares Core S&P Small-Cap

$13,170

MeasureFDMIJR

Fee0.65%0.06%

Cost on $10k a year$65$6

Yield1.53%1.24%

5 years, per year+9.3%+5.7%

3 years, per year+21.5%+17.3%

Worst drop · 1Y−9.3%−9.7%

Volatility · 1Y17.2%16.2%

4–2measures won
FDM first

0.4%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDM, IJR

Today

0.4%most shared, FDM and IJR

FDMIJR

FDM—0.4%

IJR0.4%—

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

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

FDM$153 − $65 = $88

KeptFee

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