IYF vs FDFF

AIYF

BFDFF

Measures won5–0IYF wins · of 6 · 5Y

$10,000 · 5Y$15,929IYF

Lowest cost0.37%IYF · $37 on $10k

Most income1.47%IYF · $147 on $10k

Smallest drop−13.9%IYF · worst fall in 1Y

Held in common9.2%IYF and FDFF

IYF

FDFF

iShares U.S. Financials ETF · $3.8BFidelity Disruptive Finance ETF · $43M

+25.0%3 years · per year$19,552 · $15,738+16.3%

+9.8%5 years · per year$15,929 · […][…]

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

1.47%12-mo yield$147 · $98 on $10k0.98%

−13.9%Worst dropSmaller wins−18.1%

14.5%VolatilityLower wins19.1%

5–0IYF wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYF · FDFF

2.7%BLK6.6%

1.5%ICE3.1%

1.0%HOOD2.0%

0.8%APO3.8%

Held in common9.2%

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	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
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	AIYF	iShares U.S. Financials ETFRead Desk		0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
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

IYF vs FDFF

IYF

iShares U.S. Financials

$15,929

FDFF

Fidelity Disruptive Finance

[…]

MeasureIYFFDFF

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield1.47%0.98%

5 years, per year+9.8%[…]

3 years, per year+25.0%+16.3%

Worst drop · 1Y−13.9%−18.1%

Volatility · 1Y14.5%19.1%

5–0measures won
IYF first

9.2%

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: IYF, FDFF

Today

9.2%most shared, IYF and FDFF

IYFFDFF

IYF—9.2%

FDFF9.2%—

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

Income After Fees on $10,000

$110most kept, IYF

IYF$147 − $37 = $110

FDFF$98 − $50 = $48

KeptFee

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