FDFF vs HTEC

AFDFF

BHTEC

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · HTEC $9,675

Lowest cost0.35%SMH · $35 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 · $111M

+15.8%3 years · per year$15,517 · $19,920+25.8%

[…]5 years · per year[…] · $9,675−0.7%

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

0.96%12-mo yield$96 · $77 on $10k0.77%

−18.1%Worst dropSmaller wins−16.3%

19.7%VolatilityLower wins23.3%

3–2FDFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · HTEC

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

Held in common0.0%

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$111M
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$60.7B
2	BHTEC	ROBO Global Healthcare Technology and Innovation ETFRead Desk	0.80%	0.77%	−0.6%	+26.6%	+35.2%	+25.8%	−0.7%	−16.3%	$111M
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−0.2%	+2.9%	+4.8%	+15.8%	new	−18.1%	$44M

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 HTEC

FDFF

Fidelity Disruptive Finance

[…]

HTEC

ROBO Global Healthcare Technology and Innovation

$9,675

MeasureFDFFHTEC

Fee0.50%0.80%

Cost on $10k a year$50$80

Yield0.96%0.77%

5 years, per year[…]−0.7%

3 years, per year+15.8%+25.8%

Worst drop · 1Y−18.1%−16.3%

Volatility · 1Y19.7%23.3%

3–2measures won
FDFF first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

0.33% · $33Fee · on $10k a year0.35% · $35

$39.1BAssets$60.7B

2–0SOXX wins

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, HTEC, SMH

Today

0.0%most shared, FDFF and HTEC

FDFFHTECSMH

FDFF—0.0%0.0%

HTEC0.0%—0.0%

SMH0.0%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

HTEC$77 − $80 = −$3

SMH$24 − $35 = −$11

KeptFee

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