DRAM vs FDCF

ADRAM

BFDCF

Measures won0–1FDCF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · PAVE $19,862

Lowest cost0.35%SMH · $35 on $10k

Most income0.81%PAVE · $81 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common0.0%DRAM and FDCF

DRAM

FDCF

Roundhill Memory ETF · $14.7BFidelity Disruptive Communications ETF · $95M

[…]3 years · per year[…] · $20,147+26.3%

[…]5 years · per year[…]

0.65%Expense ratio$65 · $50 on $10k · lower wins0.50%

0.00%12-mo yield$0 · $0 on $10k0.00%

[…]Worst dropSmaller wins−16.2%

[…]VolatilityLower wins20.5%

0–1FDCF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDRAM · FDCF

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.9%	new	new	new	new	[…]	$14.7B
4	BFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+3.2%	+5.2%	+6.7%	+26.3%	new	−16.2%	$95M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	PAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.81%	+4.3%	+11.8%	+12.8%	+22.3%	+14.7%	−15.3%	$13.0B
3	ADRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.9%	new	new	new	new	[…]	$14.7B
4	BFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+3.2%	+5.2%	+6.7%	+26.3%	new	−16.2%	$95M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DRAM vs FDCF

DRAM

Roundhill Memory

[…]

FDCF

Fidelity Disruptive Communications

[…]

MeasureDRAMFDCF

Fee0.65%0.50%

Cost on $10k a year$65$50

Yield0.00%0.00%

5 years, per year[…][…]

3 years, per year[…]+26.3%

Worst drop · 1Y[…]−16.2%

Volatility · 1Y[…]20.5%

1–0measures won
FDCF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DRAM, FDCF, PAVE, SMH

Today

14.1%most shared, FDCF and SMH

DRAMFDCFPAVESMH

DRAM—0.0%0.0%3.1%

FDCF0.0%—0.0%14.1%

PAVE0.0%0.0%—0.0%

SMH3.1%14.1%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$34most kept, PAVE

PAVE$81 − $47 = $34

SMH$23 − $35 = −$12

FDCF$0 − $50 = −$50

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee