FDFF vs IGM

AFDFF

BIGM

Measures won2–3IGM wins · of 6 · 5Y

$10,000 · 5Y$21,692IGM

Lowest cost0.37%IGM · $37 on $10k

Most income0.94%FDFF · $94 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common0.3%FDFF and IGM

FDFF

IGM

Fidelity Disruptive Finance ETF · $43MiShares Expanded Tech Sector ETF · $10.3B

+17.5%3 years · per year$16,235 · $24,548+34.9%

[…]5 years · per year[…] · $21,692+16.8%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

0.94%12-mo yield$94 · $15 on $10k0.15%

−18.1%Worst dropSmaller wins−15.5%

19.6%VolatilityLower wins25.9%

2–3IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDFF · IGM

0.7%MSTR0.2%

0.8%BMNR0.1%

0.6%BILL0.0%

Held in common0.3%

End-of-day Nov 4, 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	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
2	AFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs IGM

FDFF

Fidelity Disruptive Finance

[…]

IGM

iShares Expanded Tech Sector

$21,692

MeasureFDFFIGM

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.94%0.15%

5 years, per year[…]+16.8%

3 years, per year+17.5%+34.9%

Worst drop · 1Y−18.1%−15.5%

Volatility · 1Y19.6%25.9%

3–2measures won
IGM first

0.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDFF, IGM

Today

0.3%most shared, FDFF and IGM

FDFFIGM

FDFF—0.3%

IGM0.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

IGM$15 − $37 = −$22

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee