FDFF vs COPY

AFDFF

BCOPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,124VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.96%FDFF · $96 on $10k

Smallest drop−9.1%COPY · worst fall in 1Y

Held in common0.7%FDFF and COPY

FDFF

COPY

Fidelity Disruptive Finance ETF · $44MTweedy, Browne Insider + Value ETF · $533M

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

[…]5 years · per year[…]

0.50%Expense ratio$50 · $89 on $10k · lower wins0.89%

0.96%12-mo yield$96 · $79 on $10k0.79%

−18.1%Worst dropSmaller wins−9.1%

19.7%VolatilityLower wins13.2%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · COPY

1.3%ALLY0.7%

Held in common0.7%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M
3	BCOPY	Tweedy, Browne Insider + Value ETFRead Desk	0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$533M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M
3	BCOPY	Tweedy, Browne Insider + Value ETFRead Desk	0.89%	0.79%	−1.1%	+21.3%	+29.9%	new	new	−9.1%	$533M

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 COPY

FDFF

Fidelity Disruptive Finance

[…]

COPY

Tweedy, Browne Insider + Value

[…]

MeasureFDFFCOPY

Fee0.50%0.89%

Cost on $10k a year$50$89

Yield0.96%0.79%

5 years, per year[…][…]

3 years, per year+15.8%[…]

Worst drop · 1Y−18.1%−9.1%

Volatility · 1Y19.7%13.2%

2–2measures won
level

0.7%

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, COPY, VUG

Today

3.3%most shared, FDFF and VUG

FDFFCOPYVUG

FDFF—0.7%3.3%

COPY0.7%—0.0%

VUG3.3%0.0%—

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

VUG$42 − $3 = $39

COPY$79 − $89 = −$10

KeptFee

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