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AFDM

BLITL

Measures won2–1FDM wins · of 6 · 5Y

$10,000 · 5Y$16,513VIG · VUG $16,151

Lowest cost0.03%VUG · $3 on $10k

Most income2.75%LITL · $275 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common8.0%FDM and LITL

First Trust Dow Jones Select MicroCap Index Fund · $269MSimplify Piper Sandler US Small-Cap PLUS Income ETF · $6M

+21.2%3 years · per year$17,814 · […][…]

+8.5%5 years · per year$15,041 · […][…]

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

$15,041

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+8.5%[…]

3 years, per year+21.2%[…]

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y17.2%17.2%

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	+0.2%	+15.0%	+20.8%	+21.2%	+8.5%	−9.3%	$269M
4	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.75%	0.0%	+16.1%	+19.2%	new	new	−9.4%	$6M

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1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
3	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk	0.65%	1.51%	+0.2%	+15.0%	+20.8%	+21.2%	+8.5%	−9.3%	$269M
4	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.75%	0.0%	+16.1%	+19.2%	new	new	−9.4%	$6M