FDFF vs IGM

AFDFF

BIGM

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$34,950SMH · IGM $20,128

Lowest cost0.35%SMH · $35 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 · $44MiShares Expanded Tech Sector ETF · $9.6B

+15.8%3 years · per year$15,517 · $22,531+31.1%

[…]5 years · per year[…] · $20,128+15.0%

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%

19.7%VolatilityLower wins26.9%

3–2FDFF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · IGM

0.6%MSTR0.2%

0.7%BMNR0.1%

0.6%BILL0.0%

Held in common0.3%

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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	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 Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.24%	+3.6%	+28.8%	+29.5%	+48.9%	+28.4%	−33.1%	$57.7B
2	BIGM	iShares Expanded Tech Sector ETFRead Desk	0.37%	0.16%	+1.6%	+10.0%	+8.0%	+31.1%	+15.0%	−19.8%	$9.6B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.43%	0.0%	+27.7%	+21.1%	+27.4%	+11.5%	−20.6%	$16.9B
4	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 IGM

FDFF

Fidelity Disruptive Finance

[…]

IGM

iShares Expanded Tech Sector

$20,128

MeasureFDFFIGM

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.96%0.16%

5 years, per year[…]+15.0%

3 years, per year+15.8%+31.1%

Worst drop · 1Y−18.1%−19.8%

Volatility · 1Y19.7%26.9%

3–2measures won
FDFF first

0.3%

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

$37.6BAssets$57.7B

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, IGM, SMH, CIBR

Today

31.4%most shared, IGM and SMH

FDFFIGMSMHCIBR

FDFF—0.3%0.0%0.0%

IGM0.3%—31.4%20.8%

SMH0.0%31.4%—5.9%

CIBR0.0%20.8%5.9%—

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

SMH$24 − $35 = −$11

CIBR$43 − $58 = −$15

IGM$16 − $37 = −$21

KeptFee

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