FDFF vs ARKK

AFDFF

BARKK

Measures won4–1FDFF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · ARKK $6,108

Lowest cost0.35%SMH · $35 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 · $44MARK 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 yearsAll three, one 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

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%	$57.7B
2	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$44M

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%	$57.7B
2	BARKK	ARK Innovation ETFRead Desk	0.75%	0.00%	−9.0%	−4.9%	−12.4%	+27.8%	−9.4%	−25.3%	$7.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$44M

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

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

$37.6BAssets$57.7B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDFF, ARKK, SMH

Today

8.2%most shared, ARKK and SMH

FDFFARKKSMH

FDFF—3.0%0.0%

ARKK3.0%—8.2%

SMH0.0%8.2%—

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

SMH$25 − $35 = −$10

ARKK$0 − $75 = −$75

KeptFee

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