Compare FDFF and CGMM

FDFF and CGMM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group U.S. Small and Mid Cap ETFUS Stock Styles · Mid cap0.51%0.40%+6.1%+9.5%[…][…]−10.1%16.4%$3.6B1.3

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+3.1%+6.4%+16.2%[…]−18.1%19.8%$43M1.6

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDFF 2020 · CGMM 2025

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Disruptive Finance ETF · $43M[…]

FDFF

CGMM

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

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

FDFFMeasureCGMM

+3.1%Year to dateJan 1 → Nov 5+6.1%

+6.4%1 yearTotal return+9.5%

+16.2%3 years · per year$10,000 became $15,701 · […][…]

[…]5 years · per year[…]

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

0.96%Trailing 12-mo yield$96 · $40 a year on $10k0.40%

−18.1%Worst dropSmaller is better−10.1%

19.8%VolatilityLower is calmer16.4%

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

2–4CGMM wins

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

More Ways to See the Pairs

FDFF vs CGMM: Top 5 Holdings

Today

FDFF

26.5%in top 5

CGMM

in top 510.8%

FDFFStockCGMM

6.7%BLKnot top 5

5.2%COFnot top 5

5.1%Vnot top 5

5.0%MAnot top 5

4.5%BKT.MCnot top 5

not top 5USFD2.3%

not top 5EXC2.2%

not top 5TW2.2%

not top 5SQ2.1%

not top 5DASH2.0%

Held in common6.1%

End-of-day Nov 5, 2026 · share of each fund

FDFF vs CGMM Returns, Every Period

1Y

FidelityFDFF

+6.4%

past year

CGMMCapital Group

+9.5%

past year

FDFFCGMMFaded: behind in that period

0–2CGMM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: FDFF vs CGMM

YTD

FidelityFDFF

+3.1%

CGMMCapital Group

+6.1%

+3.1%Year to date+6.1%

−18.1%Worst drop · 1Y−10.1%

19.8%Volatility · 1Y16.4%

1.0%Yield0.4%

$42.6MAssets$3.6B

3–1CGMM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, CGMM

Today

0.50%lowest, FDFF

FundExpense ratioFee$10k

FDFF0.50%$50

CGMM0.51%$51

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDFF, CGMM

1Y

0.96%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.96%$96

CGMM0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$46most kept, FDFF

FDFF$96 − $50 = $46

CGMM$40 − $51 = −$11

KeptFee

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

Overlap: FDFF, CGMM

Today

6.1%most shared, FDFF and CGMM

FDFFCGMM

FDFF—6.1%

CGMM6.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+9.5%CGMM, at 16.4% volatility

CGMMWorst drop−10.1%16.4% vol

FDFFWorst drop−18.1%19.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFCGMM

+3.1%Year to date+6.1%

1.0%Yield0.4%

+6.4%Past year+9.5%

0.50%Fee0.51%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026