FDFF vs XPND

AFDFF

BXPND

Measures won4–1FDFF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XPND $15,756

Lowest cost0.35%SMH · $35 on $10k

Most income0.96%FDFF · $96 on $10k

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

Held in common10.4%FDFF and XPND

FDFF

XPND

Fidelity Disruptive Finance ETF · $43MFirst Trust Expanded Technology ETF · $36M

+16.2%3 years · per year$15,701 · $17,046+19.5%

[…]5 years · per year[…] · $15,756+9.5%

0.50%Expense ratio$50 · $65 on $10k · lower wins0.65%

0.96%12-mo yield$96 · $10 on $10k0.10%

−18.1%Worst dropSmaller wins−19.3%

19.8%VolatilityLower wins24.2%

4–1FDFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · XPND

5.1%V5.6%

5.0%MA5.5%

1.8%CPAY0.3%

Held in common10.4%

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$36M
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

End-of-day Nov 5, 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%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$65.4B
2	BXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$36M
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$43M

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

Cards for this view

FDFF vs XPND

FDFF

Fidelity Disruptive Finance

[…]

XPND

First Trust Expanded Technology

$15,756

MeasureFDFFXPND

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.96%0.10%

5 years, per year[…]+9.5%

3 years, per year+16.2%+19.5%

Worst drop · 1Y−18.1%−19.3%

Volatility · 1Y19.8%24.2%

4–1measures won
FDFF first

10.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDFF, XPND, SMH

Today

31.0%most shared, XPND and SMH

FDFFXPNDSMH

FDFF—10.4%0.0%

XPND10.4%—31.0%

SMH0.0%31.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, FDFF

FDFF$96 − $50 = $46

SMH$25 − $35 = −$10

XPND$10 − $65 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee