FDM vs LITL

AFDM

BLITL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,027DGRO · SCHD $16,352

Lowest cost0.06%SCHD · $6 on $10k

Most income2.97%SCHD · $297 on $10k

Smallest drop−6.5%DGRO · worst fall in 1Y

Held in common5.5%FDM and LITL

FDM

LITL

First Trust Dow Jones Select MicroCap Index Fund · $271MSimplify Piper Sandler US Small-Cap PLUS Income ETF · $8M

+22.6%3 years · per year$18,436 · […][…]

+9.7%5 years · per year$15,861 · […][…]

0.65%Expense ratio$65 · $90 on $10k · lower wins0.90%

1.51%12-mo yield$151 · $273 on $10k2.73%

−9.3%Worst dropSmaller wins−9.4%

16.8%VolatilityLower wins16.3%

2–2Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDM · LITL

1.5%APOG0.6%

0.6%CENT0.5%

1.5%QNST0.5%

0.6%AII0.5%

Held in common5.5%

End-of-day Nov 3, 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	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
4	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

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

All Four

5Y4 funds

#
1	DGRO	iShares Core Dividend Growth ETFRead Desk	0.08%	1.85%	−0.6%	+18.0%	+21.0%	+22.1%	+11.2%	−6.5%	$45.1B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.97%	−1.0%	+32.8%	+37.6%	+21.2%	+10.3%	−6.9%	$121.5B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−1.0%	+15.1%	+25.1%	+22.6%	+9.7%	−9.3%	$271M
4	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.73%	−0.2%	+17.0%	+22.9%	new	new	−9.4%	$8M

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

Cards for this view

FDM vs LITL

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,861

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

MeasureFDMLITL

Fee0.65%0.90%

Cost on $10k a year$65$90

Yield1.51%2.73%

5 years, per year+9.7%[…]

3 years, per year+22.6%[…]

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y16.8%16.3%

2–2measures won
level

5.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.0%

VIGVanguard

+14.0%

+18.0%Year to date+14.0%

1.8%Yield1.5%

$45.1BAssets$109B

2–0DGRO wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: FDM, LITL, SCHD, DGRO

Today

21.0%most shared, SCHD and DGRO

FDMLITLSCHDDGRO

FDM—5.5%0.1%0.0%

LITL5.5%—0.1%0.1%

SCHD0.1%0.1%—21.0%

DGRO0.0%0.1%21.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$291most kept, SCHD

SCHD$297 − $6 = $291

LITL$273 − $90 = $183

DGRO$185 − $8 = $177

FDM$151 − $65 = $86

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee