Compare · 4 funds side by side · dividends reinvested

FDFF, VGT, DRAM and SMH

FDFFFidelity×VGTVanguard×DRAMRoundhill×SMHVanEck×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FDFF, VGT, DRAM and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B1.8

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B1.9

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.3%+9.1%+15.9%[…]−18.1%19.8%$44M2.3

Roundhill Memory ETFThematic · AI & semis0.65%0.00%[…][…][…][…][…][…]$14.7B4.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FDFF 2020 · VGT 2004 · DRAM 2026 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $44M[…]

FDFF

VGT

Vanguard Information Technology ETF · $155B$21,281

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

FDFFMeasureVGT

+5.3%Year to dateJan 1 → Nov 9+19.3%

+9.1%1 yearTotal return+18.0%

+15.9%3 years · per year$10,000 became $15,555 · $21,584+29.2%

[…]5 years · per year$10,000 became […] · $21,281+16.3%

0.50%Expense ratio$50 · $9 a year on $10k · lower is better0.09%

0.94%Trailing 12-mo yield$94 · $42 a year on $10k0.42%

−18.1%Worst dropSmaller is better−17.5%

19.8%VolatilityLower is calmer26.6%

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

2–5VGT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDFF vs VGT: Top 5 Holdings

Today

FDFF

34.6%in top 5

VGT

in top 553.2%

FDFFStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

10.2%BLKnot top 5

7.0%FBK.MInot top 5

7.0%BKT.MCnot top 5

5.3%COFnot top 5

5.1%Vnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.2%

End-of-day Nov 9, 2026 · share of each fund

FDFF vs VGT Returns, Every Period

FidelityFDFF

+9.1%

past year

VGTVanguard

+18.0%

past year

FDFFVGTFaded: behind in that period

0–3VGT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: FDFF vs VGT

YTD

FidelityFDFF

+5.3%

VGTVanguard

+19.3%

+5.3%Year to date+19.3%

−18.1%Worst drop · 1Y−17.5%

19.8%Volatility · 1Y26.6%

0.9%Yield0.4%

$44.2MAssets$155B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, VGT, DRAM, SMH

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

SMH0.35%$35

FDFF0.50%$50

DRAM0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDFF, VGT, DRAM, SMH

0.94%highest, FDFF

FundTrailing yieldYield$10k

FDFF0.94%$94

VGT0.42%$42

SMH0.23%$23

DRAM0.00%$0

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

VGT$42 − $9 = $33

SMH$23 − $35 = −$12

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FDFF, VGT, DRAM, SMH

Today

41.0%most shared, VGT and SMH

FDFFVGTDRAMSMH

FDFF—0.2%0.0%0.0%

VGT0.2%—4.7%41.0%

DRAM0.0%4.7%—3.1%

SMH0.0%41.0%3.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+39.3%SMH, at 43.1% volatility

FDFFWorst drop−18.1%19.8% vol

VGTWorst drop−17.5%26.6% vol

SMHWorst drop−33.1%43.1% vol

DRAMWorst drop[…][…]

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

FDFFSMH

+5.3%Year to date+35.3%

0.9%Yield0.2%

+9.1%Past year+39.3%

0.50%Fee0.35%

3–1SMH wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026