FDCF vs IGM

AFDCF

BIGM

Measures won2–3IGM wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · IGM $19,889

Lowest cost0.35%SMH · $35 on $10k

Most income0.25%SMH · $25 on $10k

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

Held in common26.2%FDCF and IGM

FDCF

IGM

Fidelity Disruptive Communications ETF · $103MiShares Expanded Tech Sector ETF · $10.4B

+25.3%3 years · per year$19,661 · $22,573+31.2%

[…]5 years · per year[…] · $19,889+14.7%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $16 on $10k0.16%

−16.2%Worst dropSmaller wins−19.8%

20.2%VolatilityLower wins26.9%

2–3IGM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · IGM

5.7%AAPL10.1%

5.5%NVDA8.2%

7.9%META4.6%

7.0%GOOGL4.4%

Held in common26.2%

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	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$103M

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	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$103M

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 IGM

FDCF

Fidelity Disruptive Communications

[…]

IGM

iShares Expanded Tech Sector

$19,889

MeasureFDCFIGM

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.00%0.16%

5 years, per year[…]+14.7%

3 years, per year+25.3%+31.2%

Worst drop · 1Y−16.2%−19.8%

Volatility · 1Y20.2%26.9%

3–2measures won
IGM first

26.2%

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, IGM, SMH

Today

32.9%most shared, IGM and SMH

FDCFIGMSMH

FDCF—26.2%15.2%

IGM26.2%—32.9%

SMH15.2%32.9%—

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

Income After Fees on $10,000

−$10most kept, SMH

SMH$25 − $35 = −$10

IGM$16 − $37 = −$21

FDCF$0 − $50 = −$50

KeptFee

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