Compare · 3 funds side by side · dividends reinvested

FDFF, XPND and IYG

FDFFFidelity×XPNDFirst Trust×IYGiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,077XPND · best of the three

02 / 04

FDFF, XPND and IYG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financial Services ETFSectors · Financials0.37%1.04%+7.9%+13.6%+27.7%+10.1%−15.9%15.9%$2.3B1.1

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.9%+8.5%+17.5%[…]−18.1%19.6%$43M2.3

First Trust Expanded Technology ETFThematic · Disruptive tech0.65%0.09%+1.4%−2.9%+22.6%+11.3%−16.0%23.3%$36M2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDFF 2020 · XPND 2021 · IYG 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity Disruptive Finance ETF · $43M[…]

FDFF

XPND

First Trust Expanded Technology ETF · $36M$17,077

$10,000 five years ago, dividends reinvested · they hold 10.4% in common

FDFFMeasureXPND

+5.9%Year to dateJan 1 → Nov 4+1.4%

+8.5%1 yearTotal return−2.9%

+17.5%3 years · per year$10,000 became $16,235 · $18,447+22.6%

[…]5 years · per year$10,000 became […] · $17,078+11.3%

0.50%Expense ratio$50 · $65 a year on $10k · lower is better0.65%

0.94%Trailing 12-mo yield$94 · $9 a year on $10k0.09%

−18.1%Worst dropSmaller is better−16.0%

19.6%VolatilityLower is calmer23.3%

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

5–2FDFF wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDFF vs XPND: Top 5 Holdings

Today

FDFF

26.7%in top 5

XPND

in top 525.3%

FDFFStockXPND

6.6%BLKnot top 5

5.5%COFnot top 5

5.1%V5.4%

5.0%MA5.3%

not top 5AAPL5.1%

not top 5MSFT5.0%

not top 5PLTR4.6%

4.5%BKT.MCnot top 5

Held in common10.4%

End-of-day Nov 4, 2026 · share of each fund

FDFF vs XPND Returns, Every Period

FidelityFDFF

+8.5%

past year

XPNDFirst Trust

−2.9%

past year

FDFFXPNDFaded: behind in that period

2–1FDFF wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Thematic vs Sector: FDFF vs IYG

YTD

FidelityFDFF

+5.9%

IYGiShares

+7.9%

+5.9%Year to date+7.9%

−18.1%Worst drop · 1Y−15.9%

19.6%Volatility · 1Y15.9%

0.9%Yield1.0%

$42.6MAssets$2.3B

4–0IYG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDFF, XPND, IYG

Today

0.37%lowest, IYG

FundExpense ratioFee$10k

IYG0.37%$37

FDFF0.50%$50

XPND0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDFF, XPND, IYG

1.04%highest, IYG

FundTrailing yieldYield$10k

IYG1.04%$104

FDFF0.94%$94

XPND0.09%$9

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$67most kept, IYG

IYG$104 − $37 = $67

FDFF$94 − $50 = $44

XPND$9 − $65 = −$56

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FDFF, XPND, IYG

Today

19.4%most shared, FDFF and IYG

FDFFXPNDIYG

FDFF—10.4%19.4%

XPND10.4%—10.7%

IYG19.4%10.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%IYG, at 15.9% volatility

IYGWorst drop−15.9%15.9% vol

FDFFWorst drop−18.1%19.6% vol

XPNDWorst drop−16.0%23.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IYGFDFF

+7.9%Year to date+5.9%

1.0%Yield0.9%

+13.6%Past year+8.5%

0.37%Fee0.50%

4–0IYG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026