FDRV vs LIT

AFDRV

BLIT

Measures won4–2FDRV wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · LIT $7,158

Lowest cost0.35%SMH · $35 on $10k

Most income1.44%FDRV · $144 on $10k

Smallest drop−24.6%SMH · worst fall in 1Y

Held in common8.5%FDRV and LIT

FDRV

LIT

Fidelity Electric Vehicles and Future Transportation ETF · $23MGlobal X - Lithium & Battery Tech ETF · $1.1B

+2.6%3 years · per year$10,809 · $13,225+9.8%

−10.5%5 years · per year$5,747 · $7,158−6.5%

0.39%Expense ratio$39 · $75 on $10k · lower wins0.75%

1.44%12-mo yield$144 · $81 on $10k0.81%

−31.6%Worst dropSmaller wins−34.4%

27.8%VolatilityLower wins30.5%

4–2FDRV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDRV · LIT

5.6%TSLA4.8%

1.4%373220.KS3.6%

1.4%006400.KS3.9%

1.0%ALB5.3%

Held in common8.5%

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	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
3	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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	BLIT	Global X - Lithium & Battery Tech ETFRead Desk	0.75%	0.81%	+3.0%	−4.2%	+1.3%	+9.8%	−6.5%	−34.4%	$1.1B
3	AFDRV	Fidelity Electric Vehicles and Future Transportation ETFRead Desk	0.39%	1.44%	+1.9%	−6.2%	−12.3%	+2.6%	−10.5%	−31.6%	$23M

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

FDRV vs LIT

FDRV

Fidelity Electric Vehicles and Future Transportation

$5,747

LIT

Global X - Lithium & Battery Tech

$7,158

MeasureFDRVLIT

Fee0.39%0.75%

Cost on $10k a year$39$75

Yield1.44%0.81%

5 years, per year−10.5%−6.5%

3 years, per year+2.6%+9.8%

Worst drop · 1Y−31.6%−34.4%

Volatility · 1Y27.8%30.5%

4–2measures won
FDRV first

8.5%

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: FDRV, LIT, SMH

Today

8.5%most shared, FDRV and LIT

FDRVLITSMH

FDRV—8.5%1.2%

LIT8.5%—0.0%

SMH1.2%0.0%—

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

Income After Fees on $10,000

$105most kept, FDRV

FDRV$144 − $39 = $105

LIT$81 − $75 = $6

SMH$22 − $35 = −$13

KeptFee

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