FDCF vs PAVE

AFDCF

BPAVE

Measures won2–3PAVE wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · PAVE $19,175

Lowest cost0.35%SMH · $35 on $10k

Most income0.84%PAVE · $84 on $10k

Smallest drop−15.3%PAVE · worst fall in 1Y

Held in common0.0%FDCF and PAVE

FDCF

PAVE

Fidelity Disruptive Communications ETF · $95MGlobal X - U.S. Infrastructure Development ETF · $14.0B

+25.3%3 years · per year$19,661 · $17,906+21.4%

[…]5 years · per year[…] · $19,175+13.9%

0.50%Expense ratio$50 · $47 on $10k · lower wins0.47%

0.00%12-mo yield$0 · $84 on $10k0.84%

−16.2%Worst dropSmaller wins−15.3%

20.2%VolatilityLower wins21.5%

2–3PAVE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDCF · PAVE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M

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

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BPAVE	Global X - U.S. Infrastructure Development ETFRead Desk	0.47%	0.84%	+0.8%	+7.2%	+7.7%	+21.4%	+13.9%	−15.3%	$14.0B
3	AFDCF	Fidelity Disruptive Communications ETFRead Desk	0.50%	0.00%	−1.9%	0.0%	−0.8%	+25.3%	new	−16.2%	$95M

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 PAVE

FDCF

Fidelity Disruptive Communications

[…]

PAVE

Global X - U.S. Infrastructure Development

$19,175

MeasureFDCFPAVE

Fee0.50%0.47%

Cost on $10k a year$50$47

Yield0.00%0.84%

5 years, per year[…]+13.9%

3 years, per year+25.3%+21.4%

Worst drop · 1Y−16.2%−15.3%

Volatility · 1Y20.2%21.5%

3–2measures won
PAVE first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

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

Overlap: FDCF, PAVE, SMH

Today

14.1%most shared, FDCF and SMH

FDCFPAVESMH

FDCF—0.0%14.1%

PAVE0.0%—0.0%

SMH14.1%0.0%—

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

Income After Fees on $10,000

$37most kept, PAVE

PAVE$84 − $47 = $37

SMH$24 − $35 = −$11

FDCF$0 − $50 = −$50

KeptFee

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