FDFF vs SMH

AFDFF

BSMH

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · CIBR $18,857

Lowest cost0.35%SMH · $35 on $10k

Most income0.94%FDFF · $94 on $10k

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

Held in common0.0%FDFF and SMH

FDFF

SMH

Fidelity Disruptive Finance ETF · $43MVanEck Semiconductor ETF · $65.4B

+17.5%3 years · per year$16,235 · $37,049+54.7%

[…]5 years · per year[…] · $38,820+31.2%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.94%12-mo yield$94 · $22 on $10k0.22%

−18.1%Worst dropSmaller wins−24.6%

19.6%VolatilityLower wins41.2%

3–2FDFF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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

All Four

5Y4 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.40%	+0.1%	+36.6%	+26.6%	+31.0%	+13.5%	−21.1%	$16.9B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M
4	DRAM	Roundhill Memory ETFRead Desk	0.65%	0.00%	−5.3%	new	new	new	new	[…]	$17.6B

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 SMH

FDFF

Fidelity Disruptive Finance

[…]

SMH

VanEck Semiconductor

$38,820

MeasureFDFFSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.94%0.22%

5 years, per year[…]+31.2%

3 years, per year+17.5%+54.7%

Worst drop · 1Y−18.1%−24.6%

Volatility · 1Y19.6%41.2%

3–2measures won
FDFF first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: FDFF, SMH, CIBR, DRAM

Today

5.8%most shared, SMH and CIBR

FDFFSMHCIBRDRAM

FDFF—0.0%0.0%0.0%

SMH0.0%—5.8%3.3%

CIBR0.0%5.8%—0.0%

DRAM0.0%3.3%0.0%—

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

SMH$22 − $35 = −$13

CIBR$40 − $58 = −$18

DRAM$0 − $65 = −$65

KeptFee

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