FDTX vs IGV

AFDTX

BIGV

Measures won2–3IGV wins · of 6 · 5Y

$10,000 · 5Y$11,824IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.02%IGV · $2 on $10k

Smallest drop−19.6%FDTX · worst fall in 1Y

Held in common22.2%FDTX and IGV

FDTX

IGV

Fidelity Disruptive Technology ETF · $311MiShares Expanded Tech-Software Sector ETF · $12.8B

+30.7%3 years · per year$22,326 · $15,595+16.0%

[…]5 years · per year[…] · $11,824+3.4%

0.50%Expense ratio$50 · $38 on $10k · lower wins0.38%

0.00%12-mo yield$0 · $2 on $10k0.02%

−19.6%Worst dropSmaller wins−35.5%

33.3%VolatilityLower wins32.7%

2–3IGV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDTX · IGV

5.7%PLTR9.0%

4.9%PANW9.1%

4.5%MSFT8.8%

3.9%DDOG2.8%

Held in common22.2%

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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
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	BIGV	iShares Expanded Tech-Software Sector ETFRead Desk		0.38%	0.02%	+0.7%	−2.8%	−11.1%	+16.0%	+3.4%	−35.5%	$12.8B
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 IGV

FDTX

Fidelity Disruptive Technology

[…]

IGV

iShares Expanded Tech-Software Sector

$11,824

MeasureFDTXIGV

Fee0.50%0.38%

Cost on $10k a year$50$38

Yield0.00%0.02%

5 years, per year[…]+3.4%

3 years, per year+30.7%+16.0%

Worst drop · 1Y−19.6%−35.5%

Volatility · 1Y33.3%32.7%

2–2measures won
level

22.2%

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, IGV

Today

22.2%most shared, FDTX and IGV

FDTXIGV

FDTX—22.2%

IGV22.2%—

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

Income After Fees on $10,000

−$36most kept, IGV

IGV$2 − $38 = −$36

FDTX$0 − $50 = −$50

KeptFee

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