Compare · 2 funds side by side · dividends reinvested

FDFF and IYG

FDFFFidelity×IYGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,429IYG · best of the two

02 / 04

FDFF and IYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financial Services ETFSectors · Financials0.37%1.08%+4.1%+8.9%+25.5%+9.1%−15.9%16.3%$2.3B1.0

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−18.1%19.7%$44M2.0

Rank among the two1st → 2ndFee, 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 · IYG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

IYG

iShares U.S. Financial Services ETF · $2.3B$15,429

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

FDFFMeasureIYG

+2.9%Year to dateJan 1 → Nov 6+4.1%

+4.8%1 yearTotal return+8.9%

+15.8%3 years · per year$10,000 became $15,517 · $19,780+25.5%

[…]5 years · per year$10,000 became […] · $15,429+9.1%

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

0.96%Trailing 12-mo yield$96 · $108 a year on $10k1.08%

−18.1%Worst dropSmaller is better−15.9%

19.7%VolatilityLower is calmer16.3%

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

0–7IYG 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 IYG: Top 5 Holdings

Today

FDFF

26.5%in top 5

IYG

in top 549.0%

FDFFStockIYG

not top 5BRK-B14.8%

not top 5JPM12.4%

5.0%V10.0%

5.0%MA7.3%

6.6%BLKnot top 5

5.3%COFnot top 5

4.7%FBK.MInot top 5

not top 5BAC4.5%

Held in common19.4%

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

FDFF vs IYG Returns, Every Period

FidelityFDFF

+4.8%

past year

IYGiShares

+8.9%

past year

FDFFIYGFaded: behind in that period

0–3IYG wins

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

Thematic vs Sector: FDFF vs IYG

YTD

FidelityFDFF

+2.9%

IYGiShares

+4.1%

+2.9%Year to date+4.1%

−18.1%Worst drop · 1Y−15.9%

19.7%Volatility · 1Y16.3%

1.0%Yield1.1%

$44.2MAssets$2.3B

4–0IYG wins

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

Cost, Income and Risk

Fees: FDFF, IYG

Today

0.37%lowest, IYG

FundExpense ratioFee$10k

IYG0.37%$37

FDFF0.50%$50

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

Yields: FDFF, IYG

1.08%highest, IYG

FundTrailing yieldYield$10k

IYG1.08%$108

FDFF0.96%$96

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

Income After Fees on $10,000

$71most kept, IYG

IYG$108 − $37 = $71

FDFF$96 − $50 = $46

KeptFee

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

Overlap: FDFF, IYG

Today

19.4%most shared, FDFF and IYG

FDFFIYG

FDFF—19.4%

IYG19.4%—

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

Return vs Bumpiness: 2 ETFs

+8.9%IYG, at 16.3% volatility

IYGWorst drop−15.9%16.3% 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

IYGFDFF

+4.1%Year to date+2.9%

1.1%Yield1.0%

+8.9%Past year+4.8%

0.37%Fee0.50%

4–0IYG wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026