LBO vs FDFF5YLBOLBOAvsBFDFFFDFFWHITEWOLF Publicly Listed Private Equity ETF · $6MFidelity Disruptive Finance ETF · $44MReturns · dividends in[…]3 years · per year[…] · $15,327+15.3%[…]5 years · per year[…]Cost and income6.53%Expense ratio$653 · $50 on $10k · lower wins0.50%6.17%12-mo yield$617 · $95 on $10k0.95%Risk · 1 year
$10,000 in LBO, FDFF, SOXX5Y$10k startSOXX $27.0kNov 2021Nov 2026End-of-day Nov 13, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: LBO, FDFF, SOXXToday0.0%most shared, LBO and SOXXLBOFDFFSOXXLBO—[…]0.0%FDFF[…]—[…]SOXX0.0%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LBO vs FDFF5YALBOWHITEWOLF Publicly Listed Private Equity[…]vsFDFFBFidelity Disruptive Finance[…]MeasureLBOFDFFFee6.53%0.50%Cost on $10k a year$653$50Yield6.17%0.95%5 years, per year[…][…]3 years, per year[…]+15.3%Worst drop · 1Y−25.1%−18.1%Volatility · 1Y24.3%19.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.28%−3.7%+49.0%+49.9%+41.9%+22.0%−39.5%$44.7B2ALBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.17%+0.5%−8.3%−5.2%newnew−25.1%$6M3BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.95%+0.1%+4.9%+6.0%+15.3%new−18.1%$44MEnd-of-day Nov 13, 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▲▼1SOXXiShares Semiconductor ETFReadDesk0.33%0.28%−3.7%+49.0%+49.9%+41.9%+22.0%−39.5%$44.7B2ALBOWHITEWOLF Publicly Listed Private Equity ETFReadDesk6.53%6.17%+0.5%−8.3%−5.2%newnew−25.1%$6M3BFDFFFidelity Disruptive Finance ETFReadDesk0.50%0.95%+0.1%+4.9%+6.0%+15.3%new−18.1%$44MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SOXX vs SMHYTDiSharesSOXXiSA+49.0%vsBVESMHVanEck+35.2%Jan 1Nov 13+49.0%+35.2%+49.0%Year to date+35.2%0.33% · $33Fee · on $10k a year0.35% · $35$44.7BAssets$64.4B2–0SOXX winsEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
Overlap: LBO, FDFF, SOXXToday0.0%most shared, LBO and SOXXLBOFDFFSOXXLBO—[…]0.0%FDFF[…]—[…]SOXX0.0%[…]—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$45most kept, FDFFFDFF$95 − $50 = $45SOXX$28 − $33 = −$5LBO$617 − $653 = −$36KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee