FDFF vs IWF

AFDFF

BIWF

Measures won1–4IWF wins · of 6 · 5Y

$10,000 · 5Y$16,559IWF

Lowest cost0.18%IWF · $18 on $10k

Most income0.94%FDFF · $94 on $10k

Smallest drop−15.6%IWF · worst fall in 1Y

Held in common4.4%FDFF and IWF

FDFF

IWF

Fidelity Disruptive Finance ETF · $43MiShares Russell 1000 Growth ETF · $120B

+17.5%3 years · per year$16,235 · $18,310+22.3%

[…]5 years · per year[…] · $16,559+10.6%

0.50%Expense ratio$50 · $18 on $10k · lower wins0.18%

0.94%12-mo yield$94 · $37 on $10k0.37%

−18.1%Worst dropSmaller wins−15.6%

19.6%VolatilityLower wins18.3%

1–4IWF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDFF · IWF

5.1%V2.2%

5.0%MA1.6%

2.1%HOOD0.2%

2.1%NU0.1%

Held in common4.4%

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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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	BIWF	iShares Russell 1000 Growth ETFRead Desk		0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.2B
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 IWF

FDFF

Fidelity Disruptive Finance

[…]

IWF

iShares Russell 1000 Growth

$16,559

MeasureFDFFIWF

Fee0.50%0.18%

Cost on $10k a year$50$18

Yield0.94%0.37%

5 years, per year[…]+10.6%

3 years, per year+17.5%+22.3%

Worst drop · 1Y−18.1%−15.6%

Volatility · 1Y19.6%18.3%

4–1measures won
IWF first

4.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

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

Overlap: FDFF, IWF

Today

4.4%most shared, FDFF and IWF

FDFFIWF

FDFF—4.4%

IWF4.4%—

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

IWF$37 − $18 = $19

KeptFee

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