CGMM vs FDFF

ACGMM

BFDFF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,499IWF

Lowest cost0.18%IWF · $18 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 yearsAll three, one scale

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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	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
3	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

All Three

5Y3 funds

#
1	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+1.0%	−0.5%	−2.9%	+22.7%	+10.5%	−15.6%	$120.2B
2	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
3	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

VUG vs SCHG

YTD

VanguardVUG

+4.7%

SCHGSchwab

+5.5%

+4.7%Year to date+5.5%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 3, 2026

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

Overlap: CGMM, FDFF, IWF

Today

5.9%most shared, CGMM and FDFF

CGMMFDFFIWF

CGMM—5.9%3.7%

FDFF5.9%—4.3%

IWF3.7%4.3%—

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

IWF$37 − $18 = $19

CGMM$39 − $51 = −$12

KeptFee

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