FBOT vs BAI

AFBOT

BBAI

Measures won3–1FBOT wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%FBOT · $50 on $10k

Most income1.55%BAI · $155 on $10k

Smallest drop−15.2%FBOT · worst fall in 1Y

Held in common9.2%FBOT and BAI

FBOT

BAI

Fidelity Disruptive Automation ETF · $213MiShares A.I. Innovation and Tech Active ETF · $11.9B

+21.9%3 years · per year$18,117 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $65 on $10k · lower wins0.65%

0.42%12-mo yield$42 · $155 on $10k1.55%

−15.2%Worst dropSmaller wins−30.9%

23.1%VolatilityLower wins45.8%

3–1FBOT wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsFBOT · BAI

4.7%NVDA5.7%

2.1%AMZN2.3%

1.2%MSFT2.7%

1.5%BE1.1%

Held in common9.2%

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	AFBOT	Fidelity Disruptive Automation ETFRead Desk		0.50%	0.42%	+0.4%	+11.3%	+8.5%	+21.9%	new	−15.2%	$213M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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	AFBOT	Fidelity Disruptive Automation ETFRead Desk		0.50%	0.42%	+0.4%	+11.3%	+8.5%	+21.9%	new	−15.2%	$213M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.55%	+1.6%	+15.0%	+4.1%	new	new	−30.9%	$11.9B

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

FBOT vs BAI

FBOT

Fidelity Disruptive Automation

[…]

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureFBOTBAI

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.42%1.55%

5 years, per year[…][…]

3 years, per year+21.9%[…]

Worst drop · 1Y−15.2%−30.9%

Volatility · 1Y23.1%45.8%

3–1measures won
FBOT first

9.2%

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: FBOT, BAI

Today

9.2%most shared, FBOT and BAI

FBOTBAI

FBOT—9.2%

BAI9.2%—

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

Income After Fees on $10,000

$90most kept, BAI

BAI$155 − $65 = $90

FBOT$42 − $50 = −$8

KeptFee

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