LITL vs FDM

ALITL

BFDM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,570FDM

Lowest cost0.65%FDM · $65 on $10k

Most income2.66%LITL · $266 on $10k

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

Held in common8.2%LITL and FDM

LITL

FDM

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $8MFirst Trust Dow Jones Select MicroCap Index Fund · $271M

[…]3 years · per year[…] · $18,722+23.2%

[…]5 years · per year[…] · $16,570+10.6%

0.90%Expense ratio$90 · $65 on $10k · lower wins0.65%

2.66%12-mo yield$266 · $147 on $10k1.47%

−9.4%Worst dropSmaller wins−9.3%

16.5%VolatilityLower wins16.9%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLITL · FDM

0.5%ROOT1.2%

0.5%OBT0.7%

0.5%CENT0.6%

0.5%APOG1.6%

Held in common8.2%

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	BFDM	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%	$271M
2	ALITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk		0.90%	2.66%	+2.8%	+20.3%	+25.5%	new	new	−9.4%	$8M

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	BFDM	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%	$271M
2	ALITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk		0.90%	2.66%	+2.8%	+20.3%	+25.5%	new	new	−9.4%	$8M

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

LITL vs FDM

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

FDM

First Trust Dow Jones Select MicroCap Index Fund

$16,570

MeasureLITLFDM

Fee0.90%0.65%

Cost on $10k a year$90$65

Yield2.66%1.47%

5 years, per year[…]+10.6%

3 years, per year[…]+23.2%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y16.5%16.9%

2–2measures won
level

8.2%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: LITL, FDM

Today

8.2%most shared, LITL and FDM

LITLFDM

LITL—8.2%

FDM8.2%—

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

Income After Fees on $10,000

$176most kept, LITL

LITL$266 − $90 = $176

FDM$147 − $65 = $82

KeptFee

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