FDFF vs IGV

AFDFF

BIGV

Measures won4–1FDFF wins · of 6 · 5Y

$10,000 · 5Y$12,032IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.94%FDFF · $94 on $10k

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

Held in common1.2%FDFF and IGV

FDFF

IGV

Fidelity Disruptive Finance ETF · $43MiShares Expanded Tech-Software Sector ETF · $12.8B

+17.5%3 years · per year$16,235 · $15,526+15.8%

[…]5 years · per year[…] · $12,032+3.8%

0.50%Expense ratio$50 · $38 on $10k · lower wins0.38%

0.94%12-mo yield$94 · $2 on $10k0.02%

−18.1%Worst dropSmaller wins−35.5%

19.6%VolatilityLower wins32.7%

4–1FDFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDFF · IGV

0.7%MSTR1.8%

0.8%BMNR0.4%

0.6%BILL0.1%

Held in common1.2%

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$12.8B
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.9%	−2.0%	−10.5%	+15.8%	+3.8%	−35.5%	$12.8B
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 IGV

FDFF

Fidelity Disruptive Finance

[…]

IGV

iShares Expanded Tech-Software Sector

$12,032

MeasureFDFFIGV

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield0.94%0.02%

5 years, per year[…]+3.8%

3 years, per year+17.5%+15.8%

Worst drop · 1Y−18.1%−35.5%

Volatility · 1Y19.6%32.7%

4–1measures won
FDFF first

1.2%

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, IGV

Today

1.2%most shared, FDFF and IGV

FDFFIGV

FDFF—1.2%

IGV1.2%—

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

IGV$2 − $38 = −$36

KeptFee

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