IGV vs FDFF

AIGV

BFDFF

Measures won1–4FDFF wins · of 6 · 5Y

$10,000 · 5Y$11,824IGV

Lowest cost0.38%IGV · $38 on $10k

Most income0.98%FDFF · $98 on $10k

Smallest drop−18.1%FDFF · worst fall in 1Y

Held in common1.2%IGV and FDFF

IGV

FDFF

iShares Expanded Tech-Software Sector ETF · $12.8BFidelity Disruptive Finance ETF · $43M

+16.0%3 years · per year$15,595 · $15,738+16.3%

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

0.38%Expense ratio$38 · $50 on $10k · lower wins0.50%

0.02%12-mo yield$2 · $98 on $10k0.98%

−35.5%Worst dropSmaller wins−18.1%

32.7%VolatilityLower wins19.1%

1–4FDFF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIGV · FDFF

1.7%MSTR0.6%

0.4%BMNR0.7%

0.1%BILL0.6%

Held in common1.2%

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	AIGV	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	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.98%	−0.8%	+1.5%	+3.4%	+16.3%	new	−18.1%	$43M

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	AIGV	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	BFDFF	Fidelity Disruptive Finance ETFRead Desk		0.50%	0.98%	−0.8%	+1.5%	+3.4%	+16.3%	new	−18.1%	$43M

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

IGV vs FDFF

IGV

iShares Expanded Tech-Software Sector

$11,824

FDFF

Fidelity Disruptive Finance

[…]

MeasureIGVFDFF

Fee0.38%0.50%

Cost on $10k a year$38$50

Yield0.02%0.98%

5 years, per year+3.4%[…]

3 years, per year+16.0%+16.3%

Worst drop · 1Y−35.5%−18.1%

Volatility · 1Y32.7%19.1%

4–1measures won
FDFF first

1.2%

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: IGV, FDFF

Today

1.2%most shared, IGV and FDFF

IGVFDFF

IGV—1.2%

FDFF1.2%—

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

Income After Fees on $10,000

$48most kept, FDFF

FDFF$98 − $50 = $48

IGV$2 − $38 = −$36

KeptFee

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