LITL vs FDM

ALITL

BFDM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,331VIG · FDM $15,739

Lowest cost0.04%VIG · $4 on $10k

Most income2.78%LITL · $278 on $10k

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

Held in common8.1%LITL and FDM

LITL

FDM

Simplify Piper Sandler US Small-Cap PLUS Income ETF · $7MFirst Trust Dow Jones Select MicroCap Index Fund · $275M

[…]3 years · per year[…] · $18,010+21.7%

[…]5 years · per year[…] · $15,739+9.5%

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

2.78%12-mo yield$278 · $152 on $10k1.52%

−9.4%Worst dropSmaller wins−9.3%

17.1%VolatilityLower wins17.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLITL · FDM

0.6%ROOT1.2%

0.5%APOG1.6%

0.5%CENT0.6%

0.5%OBT0.7%

Held in common8.1%

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BFDM	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
3	ALITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.78%	−4.3%	+15.1%	+20.4%	new	new	−9.4%	$7M

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

All Three

5Y3 funds

#
1	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	BFDM	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
3	ALITL	Simplify Piper Sandler US Small-Cap PLUS Income ETFRead Desk	0.90%	2.78%	−4.3%	+15.1%	+20.4%	new	new	−9.4%	$7M

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

LITL vs FDM

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,739

MeasureLITLFDM

Fee0.90%0.65%

Cost on $10k a year$90$65

Yield2.78%1.52%

5 years, per year[…]+9.5%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y17.1%17.3%

2–2measures won
level

8.1%

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

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO 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

Overlap: LITL, FDM, VIG

Today

8.1%most shared, LITL and FDM

LITLFDMVIG

LITL—8.1%0.2%

FDM8.1%—0.0%

VIG0.2%0.0%—

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

Income After Fees on $10,000

$188most kept, LITL

LITL$278 − $90 = $188

VIG$149 − $4 = $145

FDM$152 − $65 = $87

KeptFee

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