Compare · 3 funds side by side · dividends reinvested

FDFF, IYG and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

FDFF, IYG and SMH, 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%$2.3B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$57.7B1.8

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.96%+2.9%+4.8%+15.8%[…]−18.1%19.7%$44M2.6

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 · IYG 2000 · SMH 2011

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, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IYG0.37%$37

FDFF0.50%$50

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

Yields: FDFF, IYG, SMH

1.08%highest, IYG

FundTrailing yieldYield$10k

IYG1.08%$108

FDFF0.96%$96

SMH0.24%$24

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

SMH$24 − $35 = −$11

KeptFee

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

Overlap: FDFF, IYG, SMH

Today

19.4%most shared, FDFF and IYG

FDFFIYGSMH

FDFF—19.4%0.0%

IYG19.4%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

IYGWorst drop−15.9%16.3% vol

FDFFWorst drop−18.1%19.7% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

IYGSMH

+4.1%Year to date+28.8%

1.1%Yield0.2%

+8.9%Past year+29.5%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$37.6BAssets$57.7B

2–0SOXX wins

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