IGM vs FDCF

AIGM

BFDCF

Measures won4–1IGM wins · of 6 · 5Y

$10,000 · 5Y$21,692IGM

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 common26.0%IGM and FDCF

IGM

FDCF

iShares Expanded Tech Sector ETF · $10.3BFidelity Disruptive Communications ETF · $103M

+34.9%3 years · per year$24,548 · $20,434+26.9%

+16.8%5 years · per year$21,692 · […][…]

0.37%Expense ratio$37 · $50 on $10k · lower wins0.50%

0.15%12-mo yield$15 · $0 on $10k0.00%

−15.5%Worst dropSmaller wins−16.6%

25.9%VolatilityLower wins20.3%

4–1IGM wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGM · FDCF

8.5%NVDA5.8%

9.6%AAPL5.6%

4.6%META7.9%

4.3%GOOGL6.9%

Held in common26.0%

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

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
2	BFDCF	Fidelity Disruptive Communications ETFRead Desk		0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIGM	iShares Expanded Tech Sector ETFRead Desk		0.37%	0.15%	+0.2%	+16.9%	+12.7%	+34.9%	+16.8%	−15.5%	$10.3B
2	BFDCF	Fidelity Disruptive Communications ETFRead Desk		0.50%	0.00%	+2.4%	+1.9%	−0.9%	+26.9%	new	−16.6%	$103M

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

IGM vs FDCF

IGM

iShares Expanded Tech Sector

$21,692

FDCF

Fidelity Disruptive Communications

[…]

MeasureIGMFDCF

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield0.15%0.00%

5 years, per year+16.8%[…]

3 years, per year+34.9%+26.9%

Worst drop · 1Y−15.5%−16.6%

Volatility · 1Y25.9%20.3%

4–1measures won
IGM first

26.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IGM, FDCF

Today

26.0%most shared, IGM and FDCF

IGMFDCF

IGM—26.0%

FDCF26.0%—

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

Income After Fees on $10,000

−$22most kept, IGM

IGM$15 − $37 = −$22

FDCF$0 − $50 = −$50

KeptFee

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