FDCF vs BAI

AFDCF

BBAI

Measures won3–1FDCF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH

Lowest cost0.35%SMH · $35 on $10k

Most income1.82%BAI · $182 on $10k

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

Held in common22.0%FDCF and BAI

FDCF

BAI

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

+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 · $182 on $10k1.82%

−16.2%Worst dropSmaller wins−40.0%

20.2%VolatilityLower wins47.7%

3–1FDCF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · BAI

5.5%NVDA5.9%

7.1%TSM5.2%

5.4%SPCX3.9%

5.5%AMZN2.8%

Held in common22.0%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$103M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$11.6B

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$103M
3	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk	0.65%	1.82%	−12.7%	−2.3%	−8.2%	new	new	−40.0%	$11.6B

End-of-day Nov 5, 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%1.82%

5 years, per year[…][…]

3 years, per year+25.3%[…]

Worst drop · 1Y−16.2%−40.0%

Volatility · 1Y20.2%47.7%

3–1measures won
FDCF first

22.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDCF, BAI, SMH

Today

32.0%most shared, BAI and SMH

FDCFBAISMH

FDCF—22.0%15.2%

BAI22.0%—32.0%

SMH15.2%32.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, BAI

BAI$182 − $65 = $117

SMH$25 − $35 = −$10

FDCF$0 − $50 = −$50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee