IYF vs FDFF

AIYF

BFDFF

Measures won5–0IYF wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · VGT $22,178

Lowest cost0.09%VGT · $9 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 yearsAll four, one 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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
3	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
4	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

All Four

5Y4 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.41%	+1.3%	+22.8%	+16.8%	+32.7%	+17.3%	−15.8%	$154.5B
3	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
4	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

SOXX vs SMH

YTD

iSharesSOXX

+54.7%

SMHVanEck

+44.0%

+54.7%Year to date+44.0%

0.33% · $33Fee · on $10k a year0.35% · $35

$44.3BAssets$65.8B

2–0SOXX wins

End-of-day Nov 3, 2026

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+22.8%

+23.0%Year to date+22.8%

0.08% · $8Fee · on $10k a year0.09% · $9

$115BAssets$155B

2–0XLK wins

End-of-day Nov 3, 2026

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

Overlap: IYF, FDFF, SMH, VGT

Today

41.3%most shared, SMH and VGT

IYFFDFFSMHVGT

IYF—9.2%0.0%0.1%

FDFF9.2%—0.0%0.2%

SMH0.0%0.0%—41.3%

VGT0.1%0.2%41.3%—

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

VGT$41 − $9 = $32

SMH$21 − $35 = −$14

KeptFee

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