Compare · 3 funds side by side · dividends reinvested

FDFF, COPY and IWF

FDFFFidelity×COPYTweedy, Browne Co.×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,441IWF · best of the three

02 / 04

FDFF, COPY and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.79%+21.3%+29.9%[…][…]−9.1%13.2%$440M1.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−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 6, 2026 · returns include dividends · since: FDFF 2020 · COPY 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

COPY

Tweedy, Browne Insider + Value ETF · $440M[…]

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

FDFFMeasureCOPY

+2.9%Year to dateJan 1 → Nov 6+21.3%

+4.8%1 yearTotal return+29.9%

+15.8%3 years · per year$10,000 became $15,517 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $89 a year on $10k · lower is better0.89%

0.96%Trailing 12-mo yield$96 · $79 a year on $10k0.79%

−18.1%Worst dropSmaller is better−9.1%

19.7%VolatilityLower is calmer13.2%

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

2–4COPY wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDFF vs COPY: Top 5 Holdings

Today

FDFF

26.5%in top 5

COPY

in top 56.2%

FDFFStockCOPY

6.6%BLKnot top 5

5.3%COFnot top 5

5.0%Vnot top 5

5.0%MAnot top 5

4.7%FBK.MInot top 5

not top 5BME.L1.3%

not top 5NORION.S1.2%

not top 5086790.K1.2%

not top 5EFOR1.2%

not top 5WPP.L1.2%

Held in common0.7%

End-of-day Nov 6, 2026 · share of each fund

FDFF vs COPY Returns, Every Period

FidelityFDFF

+4.8%

past year

COPYTweedy, Browne Co.

+29.9%

past year

FDFFCOPYFaded: behind in that period

0–2COPY wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Thematic vs Stocks: FDFF vs COPY

YTD

FidelityFDFF

+2.9%

COPYTweedy, Browne Co.

+21.3%

+2.9%Year to date+21.3%

−18.1%Worst drop · 1Y−9.1%

19.7%Volatility · 1Y13.2%

1.0%Yield0.8%

$44.2MAssets$440M

3–1COPY wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, COPY, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

FDFF0.50%$50

COPY0.89%$89

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDFF, COPY, IWF

0.96%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.96%$96

COPY0.79%$79

IWF0.39%$39

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$46most kept, FDFF

FDFF$96 − $50 = $46

IWF$39 − $18 = $21

COPY$79 − $89 = −$10

KeptFee

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

Overlap: FDFF, COPY, IWF

Today

4.7%most shared, FDFF and IWF

FDFFCOPYIWF

FDFF—0.7%4.7%

COPY0.7%—0.3%

IWF4.7%0.3%—

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

Return vs Bumpiness: 3 ETFs

+29.9%COPY, at 13.2% volatility

COPYWorst drop−9.1%13.2% vol

IWFWorst drop−14.6%19.4% vol

FDFFWorst drop−18.1%19.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFCOPY

+2.9%Year to date+21.3%

1.0%Yield0.8%

+4.8%Past year+29.9%

0.50%Fee0.89%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026