LITL vs FDM

ALITL

BFDM

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%LITL and FDM

LITL

FDM

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

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

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

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

2.80%12-mo yield$280 · $153 on $10k1.53%

−9.4%Worst dropSmaller wins−9.3%

17.1%VolatilityLower wins17.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLITL · FDM

0.6%ROOT1.0%

0.5%APOG1.6%

0.5%CENT0.6%

0.5%OBT0.7%

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	BFDM	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	ALITL	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	BFDM	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	ALITL	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

LITL vs FDM

LITL

Simplify Piper Sandler US Small-Cap PLUS Income

[…]

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,614

MeasureLITLFDM

Fee0.90%0.65%

Cost on $10k a year$90$65

Yield2.80%1.53%

5 years, per year[…]+9.3%

3 years, per year[…]+21.5%

Worst drop · 1Y−9.4%−9.3%

Volatility · 1Y17.1%17.2%

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: LITL, FDM, VYM

Today

8.1%most shared, LITL and FDM

LITLFDMVYM

LITL—8.1%0.3%

FDM8.1%—0.0%

VYM0.3%0.0%—

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