FDM vs VYM

AFDM

BVYM

Measures won1–5VYM wins · of 6 · 5Y

$10,000 · 5Y$17,002VYM · FDM $15,739

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

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

Held in common0.0%FDM and VYM

FDM

VYM

First Trust Dow Jones Select MicroCap Index Fund · $275MVanguard High Dividend Yield ETF · $78.9B

+21.7%3 years · per year$18,010 · $17,266+20.0%

+9.5%5 years · per year$15,739 · $17,002+11.2%

0.65%Expense ratio$65 · $4 on $10k · lower wins0.04%

1.52%12-mo yield$152 · $230 on $10k2.30%

−9.3%Worst dropSmaller wins−6.7%

17.3%VolatilityLower wins10.6%

1–5VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDM · VYM

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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

Both

5Y2 funds

#			Trend
1	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
2	AFDM	First Trust Dow Jones Select MicroCap Index FundRead Desk		0.65%	1.52%	−3.5%	+13.9%	+24.2%	+21.7%	+9.5%	−9.3%	$275M

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

Cards for this view

FDM vs VYM

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

VYM

Vanguard High Dividend Yield

$17,002

MeasureFDMVYM

Fee0.65%0.04%

Cost on $10k a year$65$4

Yield1.52%2.30%

5 years, per year+9.5%+11.2%

3 years, per year+21.7%+20.0%

Worst drop · 1Y−9.3%−6.7%

Volatility · 1Y17.3%10.6%

5–1measures won
VYM first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDM, VYM

Today

0.0%most shared, FDM and VYM

FDMVYM

FDM—0.0%

VYM0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

FDM$152 − $65 = $87

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee