FDFF vs HTEC

AFDFF

BHTEC

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$10,334HTEC

Lowest cost0.50%FDFF · $50 on $10k

Most income0.96%FDFF · $96 on $10k

Smallest drop−16.3%HTEC · worst fall in 1Y

Held in common0.0%FDFF and HTEC

FDFF

HTEC

Fidelity Disruptive Finance ETF · $44MROBO Global Healthcare Technology and Innovation ETF · $116M

+16.2%3 years · per year$15,701 · $21,591+29.2%

[…]5 years · per year[…] · $10,334+0.7%

0.50%Expense ratio$50 · $80 on $10k · lower wins0.80%

0.96%12-mo yield$96 · $74 on $10k0.74%

−18.1%Worst dropSmaller wins−16.3%

19.8%VolatilityLower wins22.8%

3–2FDFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDFF · HTEC

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
2	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

Both

5Y2 funds

#			Trend
1	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk		0.80%	0.74%	+3.0%	+33.3%	+42.3%	+29.2%	+0.7%	−16.3%	$116M
2	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 HTEC

FDFF

Fidelity Disruptive Finance

[…]

HTEC

ROBO Global Healthcare Technology and Innovation

$10,334

MeasureFDFFHTEC

Fee0.50%0.80%

Cost on $10k a year$50$80

Yield0.96%0.74%

5 years, per year[…]+0.7%

3 years, per year+16.2%+29.2%

Worst drop · 1Y−18.1%−16.3%

Volatility · 1Y19.8%22.8%

3–2measures won
FDFF first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDFF, HTEC

Today

0.0%most shared, FDFF and HTEC

FDFFHTEC

FDFF—0.0%

HTEC0.0%—

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

HTEC$74 − $80 = −$6

KeptFee

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