FDFF vs CGMM5YFDFFFDFFAvsBCGMMCGMMFidelity Disruptive Finance ETF · $44MCapital Group U.S. Small and Mid Cap ETF · $3.7BReturns · dividends in+15.3%3 years · per year$15,327 · […][…][…]5 years · per year[…]Cost and income0.50%Expense ratio$50 · $51 on $10k · lower wins0.51%0.95%12-mo yield$95 · $39 on $10k0.39%Risk · 1 year
$10,000 in FDFF, CGMM, VTV5Y$10k startVTV $17.9kNov 2021Nov 2026End-of-day Nov 12, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: FDFF, CGMM, VTVToday4.8%most shared, CGMM and VTVFDFFCGMMVTVFDFF—[…][…]CGMM[…]—4.8%VTV[…]4.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
FDFF vs CGMM5YAFDFFFidelity Disruptive Finance[…]vsCGMMBCapital Group U.S. Small and Mid Cap[…]MeasureFDFFCGMMFee0.50%0.51%Cost on $10k a year$50$51Yield0.95%0.39%5 years, per year[…][…]3 years, per year+15.3%[…]Worst drop · 1Y−18.1%−10.1%Volatility · 1Y19.7%16.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.95%+0.1%+4.9%+6.0%+15.3%new−18.1%$44M3BCGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%−1.4%+9.9%+12.2%newnew−10.1%$3.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VTVVanguard Morningstar Value ETFReadDesk0.03%1.82%−0.4%+21.7%+24.0%+21.2%+12.3%−6.4%$184.2B2AFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.95%+0.1%+4.9%+6.0%+15.3%new−18.1%$44M3BCGMMCapital Group U.S. Small and Mid Cap ETFReadDesk0.51%0.39%−1.4%+9.9%+12.2%newnew−10.1%$3.7BEnd-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VTV vs SCHVYTDVanguardVTVVA+21.7%vsBSSCHVSchwab+19.2%Jan 1Nov 12+21.7%+19.2%+21.7%Year to date+19.2%1.8%Yield1.8%$184BAssets$15.7B1–0VTV winsEnd-of-day Nov 12, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.2%vsBVVIGVanguard+16.0%Jan 1Nov 12+34.2%+16.0%+34.2%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 12, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+7.8%vsBJMJEPIJ.P. Morgan+8.3%Jan 1Nov 12+7.8%+8.3%+7.8%Year to date+8.3%12.2%Yield7.9%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 12, 2026
Overlap: FDFF, CGMM, VTVToday4.8%most shared, CGMM and VTVFDFFCGMMVTVFDFF—[…][…]CGMM[…]—4.8%VTV[…]4.8%—End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$179most kept, VTVVTV$182 − $3 = $179FDFF$95 − $50 = $45CGMM$39 − $51 = −$12KeptFeeEnd-of-day Nov 12, 2026 · yield in dollars minus the fee