FDFF vs SMH

AFDFF

BSMH

Measures won3–2FDFF wins · of 6 · 5Y

$10,000 · 5Y$39,579SMH · IYF $15,929

Lowest cost0.35%SMH · $35 on $10k

Most income1.47%IYF · $147 on $10k

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

Held in common0.0%FDFF and SMH

FDFF

SMH

Fidelity Disruptive Finance ETF · $43MVanEck Semiconductor ETF · $65.8B

+16.3%3 years · per year$15,738 · $38,001+56.1%

[…]5 years · per year[…] · $39,579+31.7%

0.50%Expense ratio$50 · $35 on $10k · lower wins0.35%

0.98%12-mo yield$98 · $21 on $10k0.21%

−18.1%Worst dropSmaller wins−24.6%

19.1%VolatilityLower wins41.1%

3–2FDFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDFF · SMH

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	IYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
3	AFDFF	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 Three

5Y3 funds

#
1	BSMH	VanEck Semiconductor ETFRead Desk	0.35%	0.21%	+2.0%	+44.0%	+43.3%	+56.1%	+31.7%	−24.6%	$65.8B
2	IYF	iShares U.S. Financials ETFRead Desk	0.37%	1.47%	−0.5%	+3.8%	+9.6%	+25.0%	+9.8%	−13.9%	$3.8B
3	AFDFF	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

FDFF vs SMH

FDFF

Fidelity Disruptive Finance

[…]

SMH

VanEck Semiconductor

$39,579

MeasureFDFFSMH

Fee0.50%0.35%

Cost on $10k a year$50$35

Yield0.98%0.21%

5 years, per year[…]+31.7%

3 years, per year+16.3%+56.1%

Worst drop · 1Y−18.1%−24.6%

Volatility · 1Y19.1%41.1%

3–2measures won
FDFF first

0.0%

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

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

Overlap: IYF, FDFF, SMH

Today

9.2%most shared, IYF and FDFF

IYFFDFFSMH

IYF—9.2%0.0%

FDFF9.2%—0.0%

SMH0.0%0.0%—

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

SMH$21 − $35 = −$14

KeptFee

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