FDFF vs IGM

AFDFF

BIGM

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$19,889IGM · CIBR $17,492

Lowest cost0.37%IGM · $37 on $10k

Most income0.96%FDFF · $96 on $10k

Smallest drop−18.1%FDFF · worst fall in 1Y

Held in common0.3%FDFF and IGM

FDFF

IGM

Fidelity Disruptive Finance ETF · $43MiShares Expanded Tech Sector ETF · $10.4B

+16.2%3 years · per year$15,701 · $22,573+31.2%

[…]5 years · per year[…] · $19,889+14.7%

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

0.96%12-mo yield$96 · $16 on $10k0.16%

−18.1%Worst dropSmaller wins−19.8%

19.8%VolatilityLower wins26.9%

3–2FDFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · IGM

0.7%MSTR0.3%

0.8%BMNR0.1%

0.6%BILL0.0%

Held in common0.3%

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

All Three

5Y3 funds

#
1	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

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

All Three

5Y3 funds

#
1	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	−7.4%	+8.2%	+7.2%	+31.2%	+14.7%	−19.8%	$10.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	−6.5%	+27.7%	+21.3%	+27.4%	+11.8%	−20.6%	$16.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

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 IGM

FDFF

Fidelity Disruptive Finance

[…]

IGM

iShares Expanded Tech Sector

$19,889

MeasureFDFFIGM

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.96%0.16%

5 years, per year[…]+14.7%

3 years, per year+16.2%+31.2%

Worst drop · 1Y−18.1%−19.8%

Volatility · 1Y19.8%26.9%

3–2measures won
FDFF first

0.3%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDFF, IGM, CIBR

Today

20.9%most shared, IGM and CIBR

FDFFIGMCIBR

FDFF—0.3%0.0%

IGM0.3%—20.9%

CIBR0.0%20.9%—

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

CIBR$43 − $58 = −$15

IGM$16 − $37 = −$21

KeptFee

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