Compare · 2 funds side by side · dividends reinvested

FDTX and IGM

FDTXFidelity×IGMiShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$24,754IGM · best of the two

02 / 04

FDTX and IGM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Expanded Tech Sector ETFThematic · Disruptive tech0.37%0.15%+16.6%+12.6%+35.3%+16.6%−15.5%25.9%$10.3B1.3

Fidelity Disruptive Technology ETFThematic · Disruptive tech0.50%0.00%+23.0%+16.1%+30.7%[…]−19.6%33.3%$311M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FDTX 2020 · IGM 2001

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Technology ETF · $311M[…]

FDTX

IGM

iShares Expanded Tech Sector ETF · $10.3B$21,573

$10,000 five years ago, dividends reinvested · they hold 34.9% in common

FDTXMeasureIGM

+23.0%Year to dateJan 1 → Nov 3+16.6%

+16.1%1 yearTotal return+12.6%

+30.7%3 years · per year$10,000 became $22,326 · $24,754+35.3%

[…]5 years · per year$10,000 became […] · $21,573+16.6%

0.50%Expense ratio$50 · $37 a year on $10k · lower is better0.37%

0.00%Trailing 12-mo yield$0 · $15 a year on $10k0.15%

−19.6%Worst dropSmaller is better−15.5%

33.3%VolatilityLower is calmer25.9%

FDTXIGM Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5IGM wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDTX vs IGM: Top 5 Holdings

Today

FDTX

26.1%in top 5

IGM

in top 539.4%

FDTXStockIGM

not top 5AAPL9.9%

not top 5MSFT9.6%

4.7%NVDA8.3%

not top 5AVGO7.1%

6.1%TSMnot top 5

5.7%PLTRnot top 5

4.9%PANWnot top 5

4.8%SHOP.TOnot top 5

not top 5META4.5%

Held in common34.9%

End-of-day Nov 3, 2026 · share of each fund

FDTX vs IGM Returns, Every Period

FidelityFDTX

+16.1%

past year

IGMiShares

+12.6%

past year

FDTXIGMFaded: behind in that period

2–1FDTX wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FDTX vs IGM

YTD

FidelityFDTX

+23.0%

IGMiShares

+16.6%

+23.0%Year to date+16.6%

−19.6%Worst drop · 1Y−15.5%

33.3%Volatility · 1Y25.9%

0.0%Yield0.1%

$311MAssets$10.3B

3–1IGM wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDTX, IGM

Today

0.37%lowest, IGM

FundExpense ratioFee$10k

IGM0.37%$37

FDTX0.50%$50

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FDTX, IGM

0.15%highest, IGM

FundTrailing yieldYield$10k

IGM0.15%$15

FDTX0.00%$0

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

FDTX$0 − $50 = −$50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FDTX, IGM

Today

34.9%most shared, FDTX and IGM

FDTXIGM

FDTX—34.9%

IGM34.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.1%FDTX, at 33.3% volatility

IGMWorst drop−15.5%25.9% vol

FDTXWorst drop−19.6%33.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IGMFDTX

+16.6%Year to date+23.0%

0.1%Yield0.0%

+12.6%Past year+16.1%

0.37%Fee0.50%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026