SDVY vs DFMC

ASDVY

BDFMC

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$15,561SDVY

Lowest cost0.43%DFMC · $43 on $10k

Most income1.00%SDVY · $100 on $10k

Smallest drop−9.5%SDVY · worst fall in 1Y

Held in common9.0%SDVY and DFMC

SDVY

DFMC

First Trust SMID Cap Rising Dividend Achievers ETF · $11.4BU.S. Micro Cap Portfolio ETF · $7.5B

+17.8%3 years · per year$16,335 · […][…]

+9.2%5 years · per year$15,561 · […][…]

0.58%Expense ratio$58 · $43 on $10k · lower wins0.43%

1.00%12-mo yield$100 · $48 on $10k0.48%

−9.5%Worst dropSmaller wins[…]

14.6%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsOne scale

Shared top holdingsSDVY · DFMC

1.0%FBP0.5%

0.7%USLM0.4%

1.0%NHC0.3%

0.9%PSMT0.3%

Held in common9.0%

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	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−3.0%	+10.4%	+14.0%	+17.8%	+9.2%	−9.5%	$11.4B
2	BDFMC	U.S. Micro Cap Portfolio ETFRead Desk		0.43%	0.48%	−4.0%	new	new	new	new	[…]	$7.5B

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	ASDVY	First Trust SMID Cap Rising Dividend Achievers ETFRead Desk		0.58%	1.00%	−3.0%	+10.4%	+14.0%	+17.8%	+9.2%	−9.5%	$11.4B
2	BDFMC	U.S. Micro Cap Portfolio ETFRead Desk		0.43%	0.48%	−4.0%	new	new	new	new	[…]	$7.5B

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

SDVY vs DFMC

SDVY

First Trust SMID Cap Rising Dividend Achievers

$15,561

DFMC

U.S. Micro Cap Portfolio

[…]

MeasureSDVYDFMC

Fee0.58%0.43%

Cost on $10k a year$58$43

Yield1.00%0.48%

5 years, per year+9.2%[…]

3 years, per year+17.8%[…]

Worst drop · 1Y−9.5%[…]

Volatility · 1Y14.6%[…]

1–1measures won
level

9.0%

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: SDVY, DFMC

Today

9.0%most shared, SDVY and DFMC

SDVYDFMC

SDVY—9.0%

DFMC9.0%—

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

Income After Fees on $10,000

$42most kept, SDVY

SDVY$100 − $58 = $42

DFMC$48 − $43 = $5

KeptFee

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