IYF vs FDFF

AIYF

BFDFF

Measures won5–0IYF wins · of 6 · 5Y

$10,000 · 5Y$38,820SMH · IYF $16,748

Lowest cost0.08%XLF · $8 on $10k

Most income1.42%IYF · $142 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 · $3.9BFidelity Disruptive Finance ETF · $43M

+25.7%3 years · per year$19,876 · $16,235+17.5%

+10.9%5 years · per year$16,748 · […][…]

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

1.42%12-mo yield$142 · $94 on $10k0.94%

−13.9%Worst dropSmaller wins−18.1%

14.8%VolatilityLower wins19.6%

5–0IYF wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIYF · FDFF

2.8%BLK6.6%

1.5%ICE3.1%

1.0%HOOD2.1%

0.7%APO3.6%

Held in common9.2%

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
4	BFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

End-of-day Nov 4, 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%	0.22%	−2.7%	+40.0%	+38.2%	+54.7%	+31.2%	−24.6%	$65.4B
2	AIYF	iShares U.S. Financials ETFRead Desk	0.37%	1.42%	+3.3%	+7.2%	+13.5%	+25.7%	+10.9%	−13.9%	$3.9B
3	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
4	BFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+4.4%	+5.9%	+8.5%	+17.5%	new	−18.1%	$43M

End-of-day Nov 4, 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

$16,748

FDFF

Fidelity Disruptive Finance

[…]

MeasureIYFFDFF

Fee0.37%0.50%

Cost on $10k a year$37$50

Yield1.42%0.94%

5 years, per year+10.9%[…]

3 years, per year+25.7%+17.5%

Worst drop · 1Y−13.9%−18.1%

Volatility · 1Y14.8%19.6%

5–0measures won
IYF first

9.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+49.8%

SMHVanEck

+40.0%

+49.8%Year to date+40.0%

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

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IYF, FDFF, XLF, SMH

Today

77.0%most shared, IYF and XLF

IYFFDFFXLFSMH

IYF—9.2%77.0%0.0%

FDFF9.2%—18.2%0.0%

XLF77.0%18.2%—0.0%

SMH0.0%0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

IYF$142 − $37 = $105

FDFF$94 − $50 = $44

SMH$22 − $35 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee