FDCF vs ARKK

AFDCF

BARKK

Measures won3–1FDCF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · ARKK $6,417

Lowest cost0.35%SMH · $35 on $10k

Most income0.23%SMH · $23 on $10k

Smallest drop−16.2%FDCF · worst fall in 1Y

Held in common16.0%FDCF and ARKK

FDCF

ARKK

Fidelity Disruptive Communications ETF · $95MARK Innovation ETF · $7.9B

+26.2%3 years · per year$20,088 · $20,632+27.3%

[…]5 years · per year[…] · $6,417−8.5%

0.50%Expense ratio$50 · $75 on $10k · lower wins0.75%

0.00%12-mo yield$0 · $0 on $10k0.00%

−16.2%Worst dropSmaller wins−23.7%

20.4%VolatilityLower wins38.4%

3–1FDCF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · ARKK

5.3%SPCX7.6%

5.1%NVDA3.7%

5.4%AMZN2.6%

7.6%META2.3%

Held in common16.0%

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 Three

5Y3 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	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+4.7%	+2.7%	−2.4%	+27.3%	−8.5%	−23.7%	$7.9B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+2.9%	+4.9%	+6.4%	+26.2%	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 Three

5Y3 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	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	+4.7%	+2.7%	−2.4%	+27.3%	−8.5%	−23.7%	$7.9B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	+2.9%	+4.9%	+6.4%	+26.2%	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

FDCF vs ARKK

FDCF

Fidelity Disruptive Communications

[…]

ARKK

ARK Innovation

$6,417

MeasureFDCFARKK

Fee0.50%0.75%

Cost on $10k a year$50$75

Yield0.00%0.00%

5 years, per year[…]−8.5%

3 years, per year+26.2%+27.3%

Worst drop · 1Y−16.2%−23.7%

Volatility · 1Y20.4%38.4%

3–1measures won
FDCF first

16.0%

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

+33.2%

VIGVanguard

+14.8%

+33.2%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: FDCF, ARKK, SMH

Today

16.0%most shared, FDCF and ARKK

FDCFARKKSMH

FDCF—16.0%14.4%

ARKK16.0%—6.7%

SMH14.4%6.7%—

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

Income After Fees on $10,000

−$12most kept, SMH

SMH$23 − $35 = −$12

FDCF$0 − $50 = −$50

ARKK$0 − $75 = −$75

KeptFee

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