FDM vs LITL

AFDM

BLITL

Measures won2–1FDM wins · of 6 · 5Y

$10,000 · 5Y$16,394VUG · FDM $15,569

Lowest cost0.03%VUG · $3 on $10k

Most income2.75%LITL · $275 on $10k

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

Held in common8.0%FDM and LITL

First Trust Dow Jones Select MicroCap Index Fund · $268MSimplify Piper Sandler US Small-Cap PLUS Income ETF · $6M

+20.5%3 years · per year$17,514 · […][…]

+9.3%5 years · per year$15,569 · […][…]

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

1.51%12-mo yield$151 · $275 on $10k2.75%

Cards for this view

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,569

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

MeasureFDMLITL

Fee0.65%0.90%

Cost on $10k a year$65$90

Yield1.51%2.75%

5 years, per year+9.3%[…]

3 years, per year+20.5%[…]

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y17.2%17.2%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−0.2%	+15.1%	+23.1%	+20.5%	+9.3%	−9.3%	$268M
3	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.75%	−0.6%	+16.3%	+21.5%	new	new	−9.4%	$6M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	−0.2%	+15.1%	+23.1%	+20.5%	+9.3%	−9.3%	$268M
3	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.75%	−0.6%	+16.3%	+21.5%	new	new	−9.4%	$6M

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