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 income1.75%BAI · $175 on $10k

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

Held in common21.9%FDCF and BAI

FDCF

BAI

Fidelity Disruptive Communications ETF · $95MiShares A.I. Innovation and Tech Active ETF · $10.5B

+25.3%3 years · per year$19,661 · […][…]

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $175 on $10k1.75%

−16.2%Worst dropSmaller wins−40.0%

20.2%VolatilityLower wins47.9%

3–1FDCF wins

$10,000 · 5 yearsAll three, one scale

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

Shared top holdingsFDCF · BAI

6.5%TSM5.2%

5.1%NVDA6.0%

5.0%SPCX3.9%

5.5%AMZN3.1%

Held in common21.9%

End-of-day Nov 6, 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

#									5Y/yr
1	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#									5Y/yr
1	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B
3	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	+6.2%	new	new	new	new	[…]	$14.4B

End-of-day Nov 6, 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%1.75%

5 years, per year[…][…]

3 years, per year+25.3%[…]

Worst drop · 1Y−16.2%−40.0%

Volatility · 1Y20.2%47.9%

3–1measures won
FDCF first

21.9%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDCF, BAI, DRAM

Today

21.9%most shared, FDCF and BAI

FDCFBAIDRAM

FDCF—21.9%0.0%

BAI21.9%—7.4%

DRAM0.0%7.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

FDCF$0 − $50 = −$50

DRAM$0 − $65 = −$65

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee