Compare · 2 funds side by side · dividends reinvested

FDIS and FXD

FDISFidelity×FXDFirst Trust×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,076FDIS · best of the two

Story of the two · IncomeMost incomeFDIS · 0.74% · $74 a year on $10k

Story of the two · RiskSmallest drop

FDIS and FXD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+3.2%+15.3%+3.8%−15.5%19.7%$1.6B1.4

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.67%+5.4%+9.1%+13.5%+3.2%−13.9%21.0%$274M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: FDIS 2013 · FXD 2007

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,076

FDIS

FXD

First Trust Consumer Discretionary AlphaDEX Fund · $274M$11,720

$10,000 five years ago, dividends reinvested · they hold 22.7% in common

FDISMeasureFXD

+3.1%

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FDIS vs FXD: Top 5 Holdings

Today

FDIS

48.3%in top 5

FXD

in top 58.6%

FDISStockFXD

22.6%AMZNnot top 5

15.4%TSLAnot top 5

5.1%HDnot top 5

2.9%MCDnot top 5

2.2%TJXnot top 5

Cost, Income and Risk

Fees: FDIS, FXD

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

FXD0.60%$60

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDIS, FXD

1Y

0.74%highest, FDIS

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+5.4%

+3.2%1 yearTotal return+9.1%

+15.3%3 years · per year$10,000 became $15,335 · $14,607+13.5%

+3.8%5 years · per year$10,000 became $12,076 · $11,720+3.2%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

0.74%Trailing 12-mo yield$74 · $67 a year on $10k0.67%

−15.5%Worst dropSmaller is better−13.9%

19.7%VolatilityLower is calmer21.0%

FDISFXD Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3FDIS wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CROX1.8%

not top 5MAT1.7%

not top 5SN1.7%

not top 5CCL1.7%

not top 5SIRI1.7%

Held in common22.7%

End-of-day Nov 11, 2026 · share of each fund

FDIS vs FXD Returns, Every Period

5Y

FidelityFDIS

+3.8%

5 years, per year

FXDFirst Trust

+3.2%

5 years, per year

FDISFXDFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FDIS vs FXD

YTD

FidelityFDIS

+3.1%

FXDFirst Trust

+5.4%

+3.1%Year to date+5.4%

−15.5%Worst drop · 1Y−13.9%

19.7%Volatility · 1Y21.0%

0.7%Yield0.7%

$1.6BAssets$274M

2–1FXD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

FDIS0.74%$74

FXD0.67%$67

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$66most kept, FDIS

FDIS$74 − $8 = $66

FXD$67 − $60 = $7

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDIS, FXD

Today

22.7%most shared, FDIS and FXD

FDISFXD

FDIS—22.7%

FXD22.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+9.1%FXD, at 21.0% volatility

FDISWorst drop−15.5%19.7% vol

FXDWorst drop−13.9%21.0% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

FDISFXD

+3.1%Year to date+5.4%

0.7%Yield0.7%

+3.2%Past year+9.1%

0.08%Fee0.60%

2–1FXD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

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FDIS and FXD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two