Compare · 3 funds side by side · dividends reinvested

FDFF, CGMM and IWF

FDFFFidelity×CGMMCapital Group×IWFiShares×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,505IWF · best of the three

Story of the three · IncomeMost incomeFDFF · 0.95% · $95 a year on $10k

Story of the three · RiskSmallest drop

FDFF, CGMM 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%+9.8%+11.8%[…][…]−10.1%16.8%$3.7B1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.6%−3.9%+18.6%+9.2%−14.6%19.6%$118B2.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.95%+4.9%+6.0%+15.3%[…]−18.1%19.7%$44M2.1

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

End-of-day Nov 13, 2026 · returns include dividends · since: FDFF 2020 · CGMM 2025 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

CGMM

Capital Group U.S. Small and Mid Cap ETF · $3.7B[…]

$10,000 five years ago, dividends reinvested

FDFFMeasure

More Ways to See the Pairs

FDFF vs CGMM: Top 5 Holdings

Today

FDFF

[…]in top 5

CGMM

in top 510.6%

FDFFStockCGMM

not top 5USFD2.3%

not top 5EXC2.2%

not top 5TW2.2%

not top 5SQ2.1%

not top 5RNR1.9%

Cost, Income and Risk

Fees: FDFF, CGMM, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDFF0.50%$50

CGMM0.51%$51

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FDFF, CGMM, IWF

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

CGMM

+4.9%Year to dateJan 1 → Nov 13+9.8%

+6.0%1 yearTotal return+11.8%

+15.3%3 years · per year$10,000 became $15,327 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $51 a year on $10k · lower is better0.51%

0.95%Trailing 12-mo yield$95 · $39 a year on $10k0.39%

−18.1%Worst dropSmaller is better−10.1%

19.7%VolatilityLower is calmer16.8%

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

2–4CGMM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 13, 2026 · share of each fund

FDFF vs CGMM Returns, Every Period

1Y

FidelityFDFF

+6.0%

past year

CGMMCapital Group

+11.8%

past year

FDFFCGMMFaded: behind in that period

0–2CGMM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: FDFF vs CGMM

YTD

FidelityFDFF

+4.9%

CGMMCapital Group

+9.8%

+4.9%Year to date+9.8%

−18.1%Worst drop · 1Y−10.1%

19.7%Volatility · 1Y16.8%

0.9%Yield0.4%

$44.2MAssets$3.7B

3–1CGMM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

0.95%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.95%$95

CGMM0.39%$39

IWF0.38%$38

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$45most kept, FDFF

FDFF$95 − $50 = $45

IWF$38 − $18 = $20

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FDFF, CGMM, IWF

Today

3.7%most shared, CGMM and IWF

FDFFCGMMIWF

FDFF—[…][…]

CGMM[…]—3.7%

IWF[…]3.7%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.8%CGMM, at 16.8% volatility

CGMMWorst drop−10.1%16.8% vol

IWFWorst drop−14.6%19.6% vol

FDFFWorst drop−18.1%19.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFCGMM

+4.9%Year to date+9.8%

0.9%Yield0.4%

+6.0%Past year+11.8%

0.50%Fee0.51%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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FDFF, CGMM and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three