Compare · 3 funds side by side · dividends reinvested

CGMM, FDFF and IWF

CGMMCapital Group×FDFFFidelity×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,559IWF · best of the three

02 / 04

CGMM, FDFF and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.39%+10.5%+13.4%[…][…]−10.1%15.9%$3.6B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$120B2.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.9%+8.5%+17.5%[…]−18.1%19.6%$43M2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: CGMM 2025 · FDFF 2020 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Capital Group U.S. Small and Mid Cap ETF · $3.6B[…]

CGMM

FDFF

Fidelity Disruptive Finance ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

CGMMMeasureFDFF

+10.5%Year to dateJan 1 → Nov 4+5.9%

+13.4%1 yearTotal return+8.5%

[…]3 years · per year$10,000 became […] · $16,235+17.5%

[…]5 years · per year[…]

0.51%Expense ratio$51 · $50 a year on $10k · lower is better0.50%

0.39%Trailing 12-mo yield$39 · $94 a year on $10k0.94%

−10.1%Worst dropSmaller is better−18.1%

15.9%VolatilityLower is calmer19.6%

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

4–2CGMM wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CGMM vs FDFF: Top 5 Holdings

Today

CGMM

10.3%in top 5

FDFF

in top 526.7%

CGMMStockFDFF

not top 5BLK6.6%

not top 5COF5.5%

not top 5V5.1%

not top 5MA5.0%

not top 5BKT.MC4.5%

2.2%EXCnot top 5

2.2%TWnot top 5

2.1%USFDnot top 5

1.9%RNRnot top 5

1.9%SQnot top 5

Held in common5.9%

End-of-day Nov 4, 2026 · share of each fund

CGMM vs FDFF Returns, Every Period

Capital GroupCGMM

+13.4%

past year

FDFFFidelity

+8.5%

past year

CGMMFDFFFaded: behind in that period

2–0CGMM wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Thematic: CGMM vs FDFF

YTD

Capital GroupCGMM

+10.5%

FDFFFidelity

+5.9%

+10.5%Year to date+5.9%

−10.1%Worst drop · 1Y−18.1%

15.9%Volatility · 1Y19.6%

0.4%Yield0.9%

$3.6BAssets$42.6M

3–1CGMM wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CGMM, FDFF, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDFF0.50%$50

CGMM0.51%$51

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: CGMM, FDFF, IWF

0.94%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.94%$94

CGMM0.39%$39

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

IWF$37 − $18 = $19

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: CGMM, FDFF, IWF

Today

5.9%most shared, CGMM and FDFF

CGMMFDFFIWF

CGMM—5.9%3.7%

FDFF5.9%—4.4%

IWF3.7%4.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.4%CGMM, at 15.9% volatility

CGMMWorst drop−10.1%15.9% vol

IWFWorst drop−15.6%18.3% vol

FDFFWorst drop−18.1%19.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFCGMM

+5.9%Year to date+10.5%

0.9%Yield0.4%

+8.5%Past year+13.4%

0.50%Fee0.51%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026