XPND vs FDFF

AXPND

BFDFF

Measures won1–4FDFF wins · of 6 · 5Y

$10,000 · 5Y$33,824SMH · XPND $15,756

Lowest cost0.35%SMH · $35 on $10k

Most income0.96%FDFF · $96 on $10k

Smallest drop−18.1%FDFF · worst fall in 1Y

Held in common10.4%XPND and FDFF

XPND

FDFF

First Trust Expanded Technology ETF · $37MFidelity Disruptive Finance ETF · $44M

+19.5%3 years · per year$17,046 · $15,701+16.2%

+9.5%5 years · per year$15,756 · […][…]

0.65%Expense ratio$65 · $50 on $10k · lower wins0.50%

0.10%12-mo yield$10 · $96 on $10k0.96%

−19.3%Worst dropSmaller wins−18.1%

24.2%VolatilityLower wins19.8%

1–4FDFF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXPND · FDFF

5.6%V5.1%

5.5%MA5.0%

0.3%CPAY1.8%

Held in common10.4%

End-of-day Nov 5, 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	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$37M
3	BFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$44M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SMH	VanEck Semiconductor ETFRead Desk	0.35%	0.25%	−11.2%	+24.3%	+27.3%	+48.4%	+27.6%	−33.1%	$57.7B
2	AXPND	First Trust Expanded Technology ETFRead Desk	0.65%	0.10%	−6.6%	−5.3%	−7.5%	+19.5%	+9.5%	−19.3%	$37M
3	BFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.96%	−2.6%	+3.1%	+6.4%	+16.2%	new	−18.1%	$44M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XPND vs FDFF

XPND

First Trust Expanded Technology

$15,756

FDFF

Fidelity Disruptive Finance

[…]

MeasureXPNDFDFF

Fee0.65%0.50%

Cost on $10k a year$65$50

Yield0.10%0.96%

5 years, per year+9.5%[…]

3 years, per year+19.5%+16.2%

Worst drop · 1Y−19.3%−18.1%

Volatility · 1Y24.2%19.8%

4–1measures won
FDFF first

10.4%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

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

$37.6BAssets$57.7B

2–0SOXX wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XPND, FDFF, SMH

Today

31.0%most shared, XPND and SMH

XPNDFDFFSMH

XPND—10.4%31.0%

FDFF10.4%—0.0%

SMH31.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$46most kept, FDFF

FDFF$96 − $50 = $46

SMH$25 − $35 = −$10

XPND$10 − $65 = −$55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee