FDFF vs CGMM

AFDFF

BCGMM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,441IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.96%FDFF · $96 on $10k

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

Held in common6.1%FDFF and CGMM

FDFF

CGMM

Fidelity Disruptive Finance ETF · $44MCapital Group U.S. Small and Mid Cap ETF · $3.7B

+15.8%3 years · per year$15,517 · […][…]

[…]5 years · per year[…]

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

0.96%12-mo yield$96 · $40 on $10k0.40%

−18.1%Worst dropSmaller wins−10.1%

19.7%VolatilityLower wins16.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · CGMM

4.2%SQ2.1%

1.4%TW2.2%

5.3%COF0.9%

0.9%STEP0.9%

Held in common6.1%

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M
3	BCGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk	0.51%	0.40%	+1.2%	+7.4%	+10.0%	new	new	−10.1%	$3.7B

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	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M
3	BCGMM	Capital Group U.S. Small and Mid Cap ETFRead Desk	0.51%	0.40%	+1.2%	+7.4%	+10.0%	new	new	−10.1%	$3.7B

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

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

Yield0.96%0.40%

5 years, per year[…][…]

3 years, per year+15.8%[…]

Worst drop · 1Y−18.1%−10.1%

Volatility · 1Y19.7%16.4%

2–2measures won
level

6.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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: FDFF, CGMM, IWF

Today

6.1%most shared, FDFF and CGMM

FDFFCGMMIWF

FDFF—6.1%4.7%

CGMM6.1%—3.5%

IWF4.7%3.5%—

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

Income After Fees on $10,000

$46most kept, FDFF

FDFF$96 − $50 = $46

IWF$39 − $18 = $21

CGMM$40 − $51 = −$11

KeptFee

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