CGMM vs FDFF5YCGMMCGMMAvsBFDFFFDFFCapital Group U.S. Small and Mid Cap ETF · $3.7BFidelity Disruptive Finance ETF · $44MReturns · dividends in[…]3 years · per year[…] · $15,266+15.1%[…]5 years · per year[…]Cost and income0.51%Expense ratio$51 · $50 on $10k · lower wins0.50%0.39%12-mo yield$39 · $94 on $10k0.94%Risk · 1 year
$10,000 in CGMM, FDFF, VUG5Y$10k startVUG $16.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: CGMM, FDFF, VUGToday3.2%most shared, CGMM and VUGCGMMFDFFVUGCGMM—0.0%3.2%FDFF0.0%—0.0%VUG3.2%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
CGMM vs FDFF5YACGMMCapital Group U.S. Small and Mid Cap[…]vsFDFFBFidelity Disruptive Finance[…]MeasureCGMMFDFFFee0.51%0.50%Cost on $10k a year$51$50Yield0.39%0.94%5 years, per year[…][…]3 years, per year[…]+15.1%Worst drop · 1Y−10.1%−18.1%Volatility · 1Y16.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ACGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%−0.6%+10.1%+13.0%newnew−10.1%$3.7B3BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.94%+0.2%+5.0%+7.7%+15.1%new−18.1%$44MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2ACGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%−0.6%+10.1%+13.0%newnew−10.1%$3.7B3BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.94%+0.2%+5.0%+7.7%+15.1%new−18.1%$44MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: CGMM, FDFF, VUGToday3.2%most shared, CGMM and VUGCGMMFDFFVUGCGMM—0.0%3.2%FDFF0.0%—0.0%VUG3.2%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$44most kept, FDFFFDFF$94 − $50 = $44VUG$41 − $3 = $38CGMM$39 − $51 = −$12KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee