FRNW vs DISV

AFRNW

BDISV

Measures won1–4DISV wins · of 6 · 5Y

$10,000 · 5Y$7,748FRNW

Lowest cost0.39%FRNW · $39 on $10k

Most income2.73%DISV · $273 on $10k

Smallest drop−12.7%DISV · worst fall in 1Y

Held in common0.9%FRNW and DISV

FRNW

DISV

Fidelity Clean Energy ETF · $84MDimensional - International Small Cap Value ETF · $5.0B

+16.9%3 years · per year$15,976 · $19,544+25.0%

−5.0%5 years · per year$7,748 · […][…]

0.39%Expense ratio$39 · $42 on $10k · lower wins0.42%

1.14%12-mo yield$114 · $273 on $10k2.73%

−28.4%Worst dropSmaller wins−12.7%

27.2%VolatilityLower wins15.3%

1–4DISV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFRNW · DISV

2.5%NPI.TO0.4%

2.0%LAND.SW0.2%

1.5%ERG.MI0.1%

2.0%EDPR.LS0.1%

Held in common0.9%

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
1	AFRNW	Fidelity Clean Energy ETFRead Desk		0.39%	1.14%	+1.9%	+6.1%	−2.0%	+16.9%	−5.0%	−28.4%	$84M
2	BDISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

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
1	AFRNW	Fidelity Clean Energy ETFRead Desk		0.39%	1.14%	+1.9%	+6.1%	−2.0%	+16.9%	−5.0%	−28.4%	$84M
2	BDISV	Dimensional - International Small Cap Value ETFRead Desk		0.42%	2.73%	−1.0%	+11.8%	+21.6%	+25.0%	new	−12.7%	$5.0B

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

FRNW vs DISV

FRNW

Fidelity Clean Energy

$7,748

DISV

Dimensional - International Small Cap Value

[…]

MeasureFRNWDISV

Fee0.39%0.42%

Cost on $10k a year$39$42

Yield1.14%2.73%

5 years, per year−5.0%[…]

3 years, per year+16.9%+25.0%

Worst drop · 1Y−28.4%−12.7%

Volatility · 1Y27.2%15.3%

4–1measures won
DISV first

0.9%

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: FRNW, DISV

Today

0.9%most shared, FRNW and DISV

FRNWDISV

FRNW—0.9%

DISV0.9%—

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

Income After Fees on $10,000

$231most kept, DISV

DISV$273 − $42 = $231

FRNW$114 − $39 = $75

KeptFee

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