CGMM vs FDFF

ACGMM

BFDFF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%FDFF · $50 on $10k

Most income0.98%FDFF · $98 on $10k

Smallest drop−10.1%CGMM · worst fall in 1Y

Held in common5.9%CGMM and FDFF

CGMM

FDFF

Capital Group U.S. Small and Mid Cap ETF · $3.6BFidelity Disruptive Finance ETF · $43M

[…]3 years · per year[…] · $15,738+16.3%

[…]5 years · per year[…]

0.51%Expense ratio$51 · $50 on $10k · lower wins0.50%

0.39%12-mo yield$39 · $98 on $10k0.98%

−10.1%Worst dropSmaller wins−18.1%

15.9%VolatilityLower wins19.1%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsCGMM · FDFF

1.9%SQ3.9%

2.1%TW1.4%

1.0%STEP0.9%

0.9%COF5.5%

Held in common5.9%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.39%	+0.2%	+8.9%	+11.6%	new	new	−10.1%	$3.6B
2	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.98%	−0.8%	+1.5%	+3.4%	+16.3%	new	−18.1%	$43M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	ACGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.39%	+0.2%	+8.9%	+11.6%	new	new	−10.1%	$3.6B
2	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.98%	−0.8%	+1.5%	+3.4%	+16.3%	new	−18.1%	$43M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGMM vs FDFF

CGMM

Capital Group U.S. Small and Mid Cap

[…]

FDFF

Fidelity Disruptive Finance

[…]

MeasureCGMMFDFF

Fee0.51%0.50%

Cost on $10k a year$51$50

Yield0.39%0.98%

5 years, per year[…][…]

3 years, per year[…]+16.3%

Worst drop · 1Y−10.1%−18.1%

Volatility · 1Y15.9%19.1%

2–2measures won
level

5.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: CGMM, FDFF

Today

5.9%most shared, CGMM and FDFF

CGMMFDFF

CGMM—5.9%

FDFF5.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$48most kept, FDFF

FDFF$98 − $50 = $48

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee