FDTX vs IGM

AFDTX

BIGM

Measures won0–5IGM wins · of 6 · 5Y

$10,000 · 5Y$21,573IGM

Lowest cost0.37%IGM · $37 on $10k

Most income0.15%IGM · $15 on $10k

Smallest drop−15.5%IGM · worst fall in 1Y

Held in common34.9%FDTX and IGM

FDTX

IGM

Fidelity Disruptive Technology ETF · $311MiShares Expanded Tech Sector ETF · $10.3B

+30.7%3 years · per year$22,326 · $24,754+35.3%

[…]5 years · per year[…] · $21,573+16.6%

0.50%Expense ratio$50 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $15 on $10k0.15%

−19.6%Worst dropSmaller wins−15.5%

33.3%VolatilityLower wins25.9%

0–5IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTX · IGM

4.7%NVDA8.3%

4.5%MSFT9.6%

3.9%AMD4.0%

3.9%META4.5%

Held in common34.9%

End-of-day Nov 3, 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
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	+0.9%	+23.0%	+16.1%	+30.7%	new	−19.6%	$311M

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

Both

5Y2 funds

#			Trend
1	BIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+1.4%	+16.6%	+12.6%	+35.3%	+16.6%	−15.5%	$10.3B
2	AFDTX	Fidelity Disruptive Technology ETFRead Desk		0.50%	0.00%	+0.9%	+23.0%	+16.1%	+30.7%	new	−19.6%	$311M

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

Cards for this view

FDTX vs IGM

FDTX

Fidelity Disruptive Technology

[…]

IGM

iShares Expanded Tech Sector

$21,573

MeasureFDTXIGM

Fee0.50%0.37%

Cost on $10k a year$50$37

Yield0.00%0.15%

5 years, per year[…]+16.6%

3 years, per year+30.7%+35.3%

Worst drop · 1Y−19.6%−15.5%

Volatility · 1Y33.3%25.9%

5–0measures won
IGM first

34.9%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDTX, IGM

Today

34.9%most shared, FDTX and IGM

FDTXIGM

FDTX—34.9%

IGM34.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

FDTX$0 − $50 = −$50

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee