FDM vs VTI

AFDM

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$17,257VTI · FDM $16,570

Lowest cost0.03%VTI · $3 on $10k

Most income1.47%FDM · $147 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common0.0%FDM and VTI

FDM

VTI

First Trust Dow Jones Select MicroCap Index Fund · $268MVanguard Morningstar Total Stock Market ETF · $689B

+23.2%3 years · per year$18,722 · $19,059+24.0%

+10.6%5 years · per year$16,570 · $17,257+11.5%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

1.47%12-mo yield$147 · $105 on $10k1.05%

−9.3%Worst dropSmaller wins−8.9%

16.9%VolatilityLower wins13.1%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · VTI

2.1%PD0.0%

1.6%QNST0.0%

1.5%SMP0.0%

1.5%RIGL0.0%

Held in common0.0%

End-of-day Nov 4, 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	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.05%	+1.5%	+13.4%	+13.5%	+24.0%	+11.5%	−8.9%	$689.2B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.47%	+2.6%	+18.1%	+27.3%	+23.2%	+10.6%	−9.3%	$268M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDM vs VTI

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

VTI

Vanguard Morningstar Total Stock Market

$17,258

MeasureFDMVTI

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield1.47%1.05%

5 years, per year+10.6%+11.5%

3 years, per year+23.2%+24.0%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y16.9%13.1%

5–1measures won
VTI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDM, VTI

Today

0.0%most shared, FDM and VTI

FDMVTI

FDM—0.0%

VTI0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, VTI

VTI$105 − $3 = $102

FDM$147 − $65 = $82

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee