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AFDFF

BVIG

Measures won0–5VIG wins · of 6 · 5Y

$10,000 · 5Y$33,828SMH · VIG $16,513

Lowest cost0.04%VIG · $4 on $10k

Most income7.87%JEPI · $787 on $10k

Smallest drop−6.7%JEPI · worst fall in 1Y

Held in common[…]FDFF and VIG

Fidelity Disruptive Finance ETF · $44MVanguard Dividend Appreciation ETF · $109B

+15.3%3 years · per year$15,327 · $16,797+18.9%

[…]5 years · per year[…] · $16,513+10.6%

0.50%Expense ratio$50 · $4 on $10k · lower wins0.04%

0.95%12-mo yield$95 · $145 on $10k1.45%

Cards for this view

FDFF

Fidelity Disruptive Finance

[…]

VIG

Vanguard Dividend Appreciation

$16,513

MeasureFDFFVIG

Fee0.50%0.04%

Cost on $10k a year$50$4

Yield0.95%1.45%

5 years, per year[…]+10.6%

3 years, per year+15.3%+18.9%

Worst drop · 1Y−18.1%−7.9%

Volatility · 1Y19.7%

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−3.0%	+35.2%	+37.3%	+48.3%	+27.6%	−33.1%	$62.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.95%	+0.1%	+4.9%	+6.0%	+15.3%	new	−18.1%	$44M

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.23%	−3.0%	+35.2%	+37.3%	+48.3%	+27.6%	−33.1%	$62.7B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.3%	+18.9%	+10.6%	−7.9%	$109.1B
3	JEPI	JPMorgan Equity Premium Income ETFRead Desk	0.35%	7.87%	−0.1%	+8.2%	+9.6%	+11.1%	+7.7%	−6.7%	$47.1B
4	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.95%	+0.1%	+4.9%	+6.0%	+15.3%	new	−18.1%	$44M