FDFF vs SOXX

AFDFF

BSOXX

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · SOXX $28,442

Lowest cost0.33%SOXX · $33 on $10k

Most income0.94%FDFF · $94 on $10k

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

Held in common0.0%FDFF and SOXX

FDFF

SOXX

Fidelity Disruptive Finance ETF · $44MiShares Semiconductor ETF · $37.5B

+15.9%3 years · per year$15,555 · $29,015+42.6%

[…]5 years · per year[…] · $28,442+23.3%

0.50%Expense ratio$50 · $33 on $10k · lower wins0.33%

0.94%12-mo yield$94 · $71 on $10k0.71%

−18.1%Worst dropSmaller wins−39.5%

19.8%VolatilityLower wins49.8%

3–2FDFF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · SOXX

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

Held in common0.0%

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

End-of-day Nov 9, 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%	0.23%	+5.1%	+35.3%	+39.3%	+50.1%	+29.4%	−33.1%	$60.7B
2	BSOXX	iShares Semiconductor ETFRead Desk	0.33%	0.71%	+7.5%	+46.5%	+48.5%	+42.6%	+23.3%	−39.5%	$37.5B
3	CIBR	First Trust Nasdaq Cybersecurity ETFRead Desk	0.58%	0.42%	+4.0%	+32.8%	+27.5%	+28.7%	+12.4%	−20.6%	$15.8B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+2.2%	+5.3%	+9.1%	+15.9%	new	−18.1%	$44M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDFF vs SOXX

FDFF

Fidelity Disruptive Finance

[…]

SOXX

iShares Semiconductor

$28,442

MeasureFDFFSOXX

Fee0.50%0.33%

Cost on $10k a year$50$33

Yield0.94%0.71%

5 years, per year[…]+23.3%

3 years, per year+15.9%+42.6%

Worst drop · 1Y−18.1%−39.5%

Volatility · 1Y19.8%49.8%

3–2measures won
FDFF first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDFF, SOXX, CIBR, SMH

Today

69.6%most shared, SOXX and SMH

FDFFSOXXCIBRSMH

FDFF—0.0%0.0%0.0%

SOXX0.0%—7.0%69.6%

CIBR0.0%7.0%—5.7%

SMH0.0%69.6%5.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$44most kept, FDFF

FDFF$94 − $50 = $44

SOXX$71 − $33 = $38

SMH$23 − $35 = −$12

CIBR$42 − $58 = −$16

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee