FDFF vs CGMM

AFDFF

BCGMM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%FDFF · $50 on $10k

Most income0.94%FDFF · $94 on $10k

Smallest drop−10.1%CGMM · worst fall in 1Y

Held in common5.9%FDFF and CGMM

FDFF

CGMM

Fidelity Disruptive Finance ETF · $43MCapital Group U.S. Small and Mid Cap ETF · $3.6B

+17.5%3 years · per year$16,235 · […][…]

[…]5 years · per year[…]

0.50%Expense ratio$50 · $51 on $10k · lower wins0.51%

0.94%12-mo yield$94 · $39 on $10k0.39%

−18.1%Worst dropSmaller wins−10.1%

19.6%VolatilityLower wins15.9%

2–2Level

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFDFF · CGMM

3.8%SQ1.9%

1.4%TW2.2%

0.9%STEP1.0%

5.5%COF0.9%

Held in common5.9%

End-of-day Nov 4, 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							5Y/yr
1	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M
2	BCGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.39%	+1.4%	+10.5%	+13.4%	new	new	−10.1%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M
2	BCGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk		0.51%	0.39%	+1.4%	+10.5%	+13.4%	new	new	−10.1%	$3.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs CGMM

FDFF

Fidelity Disruptive Finance

[…]

CGMM

Capital Group U.S. Small and Mid Cap

[…]

MeasureFDFFCGMM

Fee0.50%0.51%

Cost on $10k a year$50$51

Yield0.94%0.39%

5 years, per year[…][…]

3 years, per year+17.5%[…]

Worst drop · 1Y−18.1%−10.1%

Volatility · 1Y19.6%15.9%

2–2measures won
level

5.9%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDFF, CGMM

Today

5.9%most shared, FDFF and CGMM

FDFFCGMM

FDFF—5.9%

CGMM5.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

CGMM$39 − $51 = −$12

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee