FDCF vs BAI

AFDCF

BBAI

Measures won3–1FDCF wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%FDCF · $50 on $10k

Most income1.59%BAI · $159 on $10k

Smallest drop−16.6%FDCF · worst fall in 1Y

Held in common21.9%FDCF and BAI

FDCF

BAI

Fidelity Disruptive Communications ETF · $103MiShares A.I. Innovation and Tech Active ETF · $11.6B

+26.9%3 years · per year$20,434 · […][…]

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $159 on $10k1.59%

−16.6%Worst dropSmaller wins−31.3%

20.3%VolatilityLower wins45.9%

3–1FDCF wins

$10,000 · 5 yearsOne scale

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

Shared top holdingsFDCF · BAI

5.8%NVDA5.9%

7.4%TSM5.1%

5.7%SPCX3.9%

5.3%AMZN2.6%

Held in common21.9%

End-of-day Nov 4, 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	AFDCF	Fidelity Disruptive Communications ETFRead Desk		0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AFDCF	Fidelity Disruptive Communications ETFRead Desk		0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.59%	−2.7%	+11.9%	+1.1%	new	new	−31.3%	$11.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDCF vs BAI

FDCF

Fidelity Disruptive Communications

[…]

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureFDCFBAI

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.00%1.59%

5 years, per year[…][…]

3 years, per year+26.9%[…]

Worst drop · 1Y−16.6%−31.3%

Volatility · 1Y20.3%45.9%

3–1measures won
FDCF first

21.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDCF, BAI

Today

21.9%most shared, FDCF and BAI

FDCFBAI

FDCF—21.9%

BAI21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$94most kept, BAI

BAI$159 − $65 = $94

FDCF$0 − $50 = −$50

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee