VUG vs FDM

AVUG

BFDM

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,124VUG · FDM $15,614

Lowest cost0.03%VUG · $3 on $10k

Most income1.53%FDM · $153 on $10k

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

Held in common0.0%VUG and FDM

VUG

FDM

Vanguard Morningstar Growth ETF · $233BFirst Trust Dow Jones Select MicroCap Index Fund · $264M

+22.6%3 years · per year$18,415 · $17,957+21.5%

+10.0%5 years · per year$16,124 · $15,614+9.3%

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

0.42%12-mo yield$42 · $153 on $10k1.53%

−15.1%Worst dropSmaller wins−9.3%

19.0%VolatilityLower wins17.2%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVUG · FDM

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

Held in common0.0%

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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	AVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
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	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.24%	+0.1%	+15.5%	+17.6%	+17.3%	+5.7%	−9.7%	$103.8B

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

VUG vs FDM

VUG

Vanguard Morningstar Growth

$16,124

FDM

First Trust Dow Jones Select MicroCap Index Fund

$15,615

MeasureVUGFDM

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield0.42%1.53%

5 years, per year+10.0%+9.3%

3 years, per year+22.6%+21.5%

Worst drop · 1Y−15.1%−9.3%

Volatility · 1Y19.0%17.2%

3–3measures won
level

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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

Overlap: VUG, FDM, IJR

Today

0.4%most shared, FDM and IJR

VUGFDMIJR

VUG—0.0%0.0%

FDM0.0%—0.4%

IJR0.0%0.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, IJR

IJR$124 − $6 = $118

FDM$153 − $65 = $88

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee