IYF vs FDFF5YIYFIYFAvsBFDFFFDFFiShares U.S. Financials ETF · $3.9BFidelity Disruptive Finance ETF · $44MReturns · dividends in+23.3%3 years · per year$18,751 · $15,266+15.1%+10.2%5 years · per year$16,249 · […][…]Cost and income0.37%Expense ratio$37 · $50 on $10k · lower wins0.50%1.45%12-mo yield$145 · $94 on $10k
$10,000 in IYF, FDFF, LBO5Y$10k startIYF $16.2kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: IYF, FDFF, LBOToday7.2%most shared, IYF and LBOIYFFDFFLBOIYF—0.0%7.2%FDFF0.0%—0.0%LBO7.2%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
IYF vs FDFF5YAIYFiShares U.S. Financials$16,249vsFDFFBFidelity Disruptive Finance[…]MeasureIYFFDFFFee0.37%0.50%Cost on $10k a year$37$50Yield1.45%0.94%5 years, per year+10.2%[…]3 years, per year+23.3%+15.1%Worst drop · 1Y−13.9%−18.1%Volatility · 1Y15.2%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIYFiShares U.S. Financials ETFReadDesk0.37%1.45%+1.8%+5.3%+11.1%+23.3%+10.2%−13.9%$3.9B2BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.94%+0.2%+5.0%+7.7%+15.1%new−18.1%$44M3LBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.05%+0.2%−6.5%−2.1%newnew−25.1%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1AIYFiShares U.S. Financials ETFReadDesk0.37%1.45%+1.8%+5.3%+11.1%+23.3%+10.2%−13.9%$3.9B2BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.94%+0.2%+5.0%+7.7%+15.1%new−18.1%$44M3LBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.05%+0.2%−6.5%−2.1%newnew−25.1%$7MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$183BAssets$792B1–0SPYM winsEnd-of-day Nov 10, 2026
Overlap: IYF, FDFF, LBOToday7.2%most shared, IYF and LBOIYFFDFFLBOIYF—0.0%7.2%FDFF0.0%—0.0%LBO7.2%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IYFIYF$145 − $37 = $108FDFF$94 − $50 = $44LBO$605 − $653 = −$48KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee