FDFF vs XLF

AFDFF

BXLF

Measures won0–5XLF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · XLF $16,157

Lowest cost0.08%XLF · $8 on $10k

Most income1.40%XLF · $140 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common18.2%FDFF and XLF

FDFF

XLF

Fidelity Disruptive Finance ETF · $43MState Street Financial Select Sector SPDR ETF · $53.8B

+17.5%3 years · per year$16,235 · $19,384+24.7%

[…]5 years · per year[…] · $16,157+10.1%

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

0.94%12-mo yield$94 · $140 on $10k1.40%

−18.1%Worst dropSmaller wins−14.8%

19.6%VolatilityLower wins15.0%

0–5XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · XLF

5.1%V8.9%

5.0%MA6.5%

6.6%BLK2.1%

5.5%COF1.6%

Held in common18.2%

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 Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	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

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	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 XLF

FDFF

Fidelity Disruptive Finance

[…]

XLF

Financial Select Sector SPDR

$16,157

MeasureFDFFXLF

Fee0.50%0.08%

Cost on $10k a year$50$8

Yield0.94%1.40%

5 years, per year[…]+10.1%

3 years, per year+17.5%+24.7%

Worst drop · 1Y−18.1%−14.8%

Volatility · 1Y19.6%15.0%

5–0measures won
XLF first

18.2%

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, XLF, SMH

Today

18.2%most shared, FDFF and XLF

FDFFXLFSMH

FDFF—18.2%0.0%

XLF18.2%—0.0%

SMH0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

FDFF$94 − $50 = $44

SMH$22 − $35 = −$13

KeptFee

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