Compare · 3 funds side by side · dividends reinvested

IYF, FDFF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$38,820SMH · best of the three

02 / 04

IYF, FDFF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Financials ETFSectors · Financials0.37%1.42%+7.2%+13.5%+25.7%+10.9%−13.9%14.8%$3.8B1.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.22%+40.0%+38.2%+54.7%+31.2%−24.6%41.2%$65.8B1.8

Fidelity Disruptive Finance ETFThematic · Disruptive tech0.50%0.94%+5.9%+8.5%+17.5%[…]−18.1%19.6%$43M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: IYF 2000 · FDFF 2020 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Financials ETF · $3.8B$16,748

IYF

FDFF

Fidelity Disruptive Finance ETF · $43M[…]

$10,000 five years ago, dividends reinvested · they hold 9.2% in common

IYFMeasureFDFF

+7.2%Year to dateJan 1 → Nov 4+5.9%

+13.5%1 yearTotal return+8.5%

+25.7%3 years · per year$10,000 became $19,876 · $16,235+17.5%

+10.9%5 years · per year$10,000 became $16,748 · […][…]

0.37%Expense ratio$37 · $50 a year on $10k · lower is better0.50%

1.42%Trailing 12-mo yield$142 · $94 a year on $10k0.94%

−13.9%Worst dropSmaller is better−18.1%

14.8%VolatilityLower is calmer19.6%

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

7–0IYF wins

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

More Ways to See the Pairs

IYF vs FDFF: Top 5 Holdings

Today

IYF

34.5%in top 5

FDFF

in top 526.7%

IYFStockFDFF

12.6%BRK-Bnot top 5

11.0%JPMnot top 5

not top 5BLK6.6%

not top 5COF5.5%

not top 5V5.1%

not top 5MA5.0%

not top 5BKT.MC4.5%

3.8%WFCnot top 5

3.6%BACnot top 5

3.6%GSnot top 5

Held in common9.2%

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

IYF vs FDFF Returns, Every Period

iSharesIYF

+13.5%

past year

FDFFFidelity

+8.5%

past year

IYFFDFFFaded: behind in that period

3–0IYF wins

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

Sector vs Thematic: IYF vs FDFF

YTD

iSharesIYF

+7.2%

FDFFFidelity

+5.9%

+7.2%Year to date+5.9%

−13.9%Worst drop · 1Y−18.1%

14.8%Volatility · 1Y19.6%

1.4%Yield0.9%

$3.8BAssets$42.6M

4–0IYF wins

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

Cost, Income and Risk

Fees: IYF, FDFF, SMH

Today

0.35%lowest, SMH

FundExpense ratioFee$10k

SMH0.35%$35

IYF0.37%$37

FDFF0.50%$50

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

Yields: IYF, FDFF, SMH

1.42%highest, IYF

FundTrailing yieldYield$10k

IYF1.42%$142

FDFF0.94%$94

SMH0.22%$22

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

Income After Fees on $10,000

$105most kept, IYF

IYF$142 − $37 = $105

FDFF$94 − $50 = $44

SMH$22 − $35 = −$13

KeptFee

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

Overlap: IYF, FDFF, SMH

Today

9.2%most shared, IYF and FDFF

IYFFDFFSMH

IYF—9.2%0.0%

FDFF9.2%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+38.2%SMH, at 41.2% volatility

IYFWorst drop−13.9%14.8% vol

FDFFWorst drop−18.1%19.6% vol

SMHWorst drop−24.6%41.2% vol

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

Paid More vs Made More

YTD

IYFSMH

+7.2%Year to date+40.0%

1.4%Yield0.2%

+13.5%Past year+38.2%

0.37%Fee0.35%

3–1SMH wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026