Compare · 3 funds side by side · dividends reinvested

FDFF, LBO and IGV

FDFFFidelity×LBOWHITEWOLF×IGViShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$11,430IGV · best of the three

Story of the three · IncomeMost incomeLBO · 6.05% · $605 a year on $10k

Story of the three · RiskSmallest drop

FDFF, LBO and IGV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.0%+7.7%+15.1%[…]−18.1%19.7%$44M1.3

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.05%−6.5%−2.1%[…][…]−25.1%24.2%$7M2.2

iShares Expanded Tech-Software Sector ETFThematic · Disruptive tech0.38%0.02%−5.1%−8.3%+12.8%+2.7%−33.2%32.9%$12.9B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: FDFF 2020 · LBO 2023 · IGV 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

LBO

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDFFMeasure

More Ways to See the Pairs

FDFF vs LBO: Top 5 Holdings

Today

FDFF

3.9%in top 5

LBO

in top 543.6%

FDFFStockLBO

not top 5APO10.2%

not top 5ARCC10.2%

not top 5ARES8.4%

not top 5KKR7.4%

not top 5BXSL7.3%

Cost, Income and Risk

Fees: FDFF, LBO, IGV

Today

0.38%lowest, IGV

FundExpense ratioFee$10k

IGV0.38%$38

FDFF0.50%$50

LBO6.53%$653

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

Yields: FDFF, LBO, IGV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

LBO

+5.0%Year to dateJan 1 → Nov 10−6.5%

+7.7%1 yearTotal return−2.1%

+15.1%3 years · per year$10,000 became $15,266 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $653 a year on $10k · lower is better6.53%

0.94%Trailing 12-mo yield$94 · $605 a year on $10k6.05%

−18.1%Worst dropSmaller is better−25.1%

19.7%VolatilityLower is calmer24.2%

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

5–1FDFF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.9%D05.SInot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

FDFF vs LBO Returns, Every Period

1Y

FidelityFDFF

+7.7%

past year

LBOWHITEWOLF

−2.1%

past year

FDFFLBOFaded: behind in that period

2–0FDFF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Thematic vs Unsorted: FDFF vs LBO

YTD

FidelityFDFF

+5.0%

LBOWHITEWOLF

−6.5%

+5.0%Year to date−6.5%

−18.1%Worst drop · 1Y−25.1%

19.7%Volatility · 1Y24.2%

0.9%Yield6.1%

$44.2MAssets$6.7M

3–1FDFF wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

6.05%highest, LBO

FundTrailing yieldYield$10k

LBO6.05%$605

FDFF0.94%$94

IGV0.02%$2

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$44most kept, FDFF

FDFF$94 − $50 = $44

IGV$2 − $38 = −$36

LBO$605 − $653 = −$48

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FDFF, LBO, IGV

Today

0.0%most shared, FDFF and LBO

FDFFLBOIGV

FDFF—0.0%0.0%

LBO0.0%—0.0%

IGV0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+7.7%FDFF, at 19.7% volatility

FDFFWorst drop−18.1%19.7% vol

LBOWorst drop−25.1%24.2% vol

IGVWorst drop−33.2%32.9% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

LBOFDFF

−6.5%Year to date+5.0%

6.1%Yield0.9%

−2.1%Past year+7.7%

6.53%Fee0.50%

3–1FDFF wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FDFF, LBO and IGV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three