FDM vs LITL

AFDM

BLITL

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,941VYM · FDM $15,614

Lowest cost0.04%VYM · $4 on $10k

Most income2.80%LITL · $280 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common8.1%FDM and LITL

FDM

LITL

First Trust Dow Jones Select MicroCap Index Fund · $264MSimplify Piper Sandler US Small-Cap PLUS Income ETF · $6M

+21.5%3 years · per year$17,957 · […][…]

+9.3%5 years · per year$15,614 · […][…]

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

1.53%12-mo yield$153 · $280 on $10k2.80%

−9.3%Worst dropSmaller wins−9.4%

17.2%VolatilityLower wins17.1%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDM · LITL

1.0%ROOT0.6%

1.6%APOG0.5%

0.6%CENT0.5%

0.7%OBT0.5%

Held in common8.1%

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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
3	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.80%	−0.9%	+14.1%	+17.9%	new	new	−9.4%	$6M

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

All Three

5Y3 funds

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
2	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
3	BLITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.80%	−0.9%	+14.1%	+17.9%	new	new	−9.4%	$6M

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 LITL

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,614

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

MeasureFDMLITL

Fee0.65%0.90%

Cost on $10k a year$65$90

Yield1.53%2.80%

5 years, per year+9.3%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−9.3%−9.4%

Volatility · 1Y17.2%17.1%

2–2measures won
level

8.1%

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, LITL, VYM

Today

8.1%most shared, FDM and LITL

FDMLITLVYM

FDM—8.1%0.0%

LITL8.1%—0.3%

VYM0.0%0.3%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

LITL$280 − $90 = $190

FDM$153 − $65 = $88

KeptFee

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