FDFF vs ARKK

AFDFF

BARKK

Measures won4–1FDFF wins · of 6 · 5Y

$10,000 · 5Y$6,108ARKK

Lowest cost0.50%FDFF · $50 on $10k

Most income0.96%FDFF · $96 on $10k

Smallest drop−18.1%FDFF · worst fall in 1Y

Held in common3.0%FDFF and ARKK

FDFF

ARKK

Fidelity Disruptive Finance ETF · $43MARK Innovation ETF · $7.9B

+16.2%3 years · per year$15,701 · $20,852+27.8%

[…]5 years · per year[…] · $6,108−9.4%

0.50%Expense ratio$50 · $75 on $10k · lower wins0.75%

0.96%12-mo yield$96 · $0 on $10k0.00%

−18.1%Worst dropSmaller wins−25.3%

19.8%VolatilityLower wins38.3%

4–1FDFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDFF · ARKK

2.0%HOOD2.9%

0.8%BMNR1.8%

0.2%BLSH1.4%

Held in common3.0%

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

Both

5Y2 funds

#			Trend
1	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

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

Both

5Y2 funds

#			Trend
1	BARKK	ARK Innovation ETFRead Desk		0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

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

FDFF vs ARKK

FDFF

Fidelity Disruptive Finance

[…]

ARKK

ARK Innovation

$6,108

MeasureFDFFARKK

Fee0.50%0.75%

Cost on $10k a year$50$75

Yield0.96%0.00%

5 years, per year[…]−9.4%

3 years, per year+16.2%+27.8%

Worst drop · 1Y−18.1%−25.3%

Volatility · 1Y19.8%38.3%

4–1measures won
FDFF first

3.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDFF, ARKK

Today

3.0%most shared, FDFF and ARKK

FDFFARKK

FDFF—3.0%

ARKK3.0%—

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

Income After Fees on $10,000

$46most kept, FDFF

FDFF$96 − $50 = $46

ARKK$0 − $75 = −$75

KeptFee

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