FDFF vs XLE

AFDFF

BXLE

Measures won1–3XLE wins · of 6 · 5Y

$10,000 · 5Y$36,298SMH · XLE $25,271

Lowest cost0.08%XLE · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%FDFF and XLE

FDFF

XLE

Fidelity Disruptive Finance ETF · $44MState Street Energy Select Sector SPDR ETF · $40.5B

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

[…]5 years · per year[…] · $25,271+20.4%

0.50%Expense ratio$50 · $8 on $10k · lower wins0.08%

0.94%12-mo yield$94 · $246 on $10k2.46%

−18.1%Worst dropSmaller wins−15.0%

19.8%VolatilityLower wins23.3%

1–3XLE wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsFDFF · XLE

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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
3	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.42%	+3.2%	+19.3%	+18.0%	+29.2%	+16.3%	−17.5%	$154.5B
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 XLE

FDFF

Fidelity Disruptive Finance

[…]

XLE

Energy Select Sector SPDR

$25,271

MeasureFDFFXLE

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield0.94%2.46%

5 years, per year[…]+20.4%

3 years, per year+15.9%+15.9%

Worst drop · 1Y−18.1%−15.0%

Volatility · 1Y19.8%23.3%

3–1measures won
XLE first

0.0%

holdings shared

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

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

Overlap: FDFF, XLE, SMH, VGT

Today

41.0%most shared, SMH and VGT

FDFFXLESMHVGT

FDFF—0.0%0.0%0.2%

XLE0.0%—0.0%0.0%

SMH0.0%0.0%—41.0%

VGT0.2%0.0%41.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FDFF$94 − $50 = $44

VGT$42 − $9 = $33

SMH$23 − $35 = −$12

KeptFee

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