FDTX vs BAI

AFDTX

BBAI

Measures won3–1FDTX wins · of 6 · 5Y

$10,000 · 5Y[…]no history on file

Lowest cost0.50%FDTX · $50 on $10k

Most income1.75%BAI · $175 on $10k

Smallest drop−26.3%FDTX · worst fall in 1Y

Held in common35.2%FDTX and BAI

FDTX

BAI

Fidelity Disruptive Technology ETF · $286MiShares A.I. Innovation and Tech Active ETF · $10.5B

+26.0%3 years · per year$19,991 · […][…]

[…]5 years · per year[…]

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

0.00%12-mo yield$0 · $175 on $10k1.75%

−26.3%Worst dropSmaller wins−40.0%

34.7%VolatilityLower wins47.9%

3–1FDTX wins

$10,000 · 5 yearsOne scale

No price history on file for these funds yet […]

Shared top holdingsFDTX · BAI

5.9%TSM5.2%

4.6%NVDA6.0%

3.7%AMD5.1%

5.3%MSFT3.5%

Held in common35.2%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend							5Y/yr
1	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	+3.4%	+13.9%	+10.3%	+26.0%	new	−26.3%	$286M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend							5Y/yr
1	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	+3.4%	+13.9%	+10.3%	+26.0%	new	−26.3%	$286M
2	BBAI	iShares A.I. Innovation and Tech Active ETFRead Desk		0.65%	1.75%	+4.1%	+1.7%	−4.9%	new	new	−40.0%	$10.5B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDTX vs BAI

FDTX

Fidelity Disruptive Technology

[…]

BAI

iShares A.I. Innovation and Tech Active

[…]

MeasureFDTXBAI

Fee0.50%0.65%

Cost on $10k a year$50$65

Yield0.00%1.75%

5 years, per year[…][…]

3 years, per year+26.0%[…]

Worst drop · 1Y−26.3%−40.0%

Volatility · 1Y34.7%47.9%

3–1measures won
FDTX first

35.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDTX, BAI

Today

35.2%most shared, FDTX and BAI

FDTXBAI

FDTX—35.2%

BAI35.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$110most kept, BAI

BAI$175 − $65 = $110

FDTX$0 − $50 = −$50

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee