Compare · 2 funds side by side · dividends reinvested

FDIS and FXD

FDISFidelity×FXDFirst Trust×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$11,738FDIS · best of the two

Story of the two · IncomeMost incomeFDIS · 0.75% · $75 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%0.75%+2.2%+2.8%+14.7%+3.3%−15.5%19.7%$1.6B1.4

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.68%+3.8%+6.2%+13.0%+2.7%−13.9%21.1%$263M1.6

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

End-of-day Nov 13, 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$11,738

FDIS

FXD

First Trust Consumer Discretionary AlphaDEX Fund · $263M$11,440

$10,000 five years ago, dividends reinvested · they hold 23.0% in common

FDISMeasureFXD

+2.2%

More Ways to See the Pairs

FDIS vs FXD: Top 5 Holdings

Today

FDIS

48.3%in top 5

FXD

in top 58.6%

FDISStockFXD

22.3%AMZNnot top 5

15.9%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 13, 2026 · fee on $10,000 a year

Yields: FDIS, FXD

1Y

0.75%highest, FDIS

FundTrailing yieldYield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+3.8%

+2.8%1 yearTotal return+6.2%

+14.7%3 years · per year$10,000 became $15,108 · $14,438+13.0%

+3.3%5 years · per year$10,000 became $11,738 · $11,440+2.7%

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

0.75%Trailing 12-mo yield$75 · $68 a year on $10k0.68%

−15.5%Worst dropSmaller is better−13.9%

19.7%VolatilityLower is calmer21.1%

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

5–3FDIS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CROX1.8%

not top 5MAT1.7%

not top 5SIRI1.7%

not top 5SN1.7%

not top 5CCL1.7%

Held in common23.0%

End-of-day Nov 13, 2026 · share of each fund

FDIS vs FXD Returns, Every Period

5Y

FidelityFDIS

+3.3%

5 years, per year

FXDFirst Trust

+2.7%

5 years, per year

FDISFXDFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FDIS vs FXD

YTD

FidelityFDIS

+2.2%

FXDFirst Trust

+3.8%

+2.2%Year to date+3.8%

−15.5%Worst drop · 1Y−13.9%

19.7%Volatility · 1Y21.1%

0.7%Yield0.7%

$1.6BAssets$263M

2–1FXD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

FDIS0.75%$75

FXD0.68%$68

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$67most kept, FDIS

FDIS$75 − $8 = $67

FXD$68 − $60 = $8

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FDIS, FXD

Today

23.0%most shared, FDIS and FXD

FDISFXD

FDIS—23.0%

FXD23.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+6.2%FXD, at 21.1% volatility

FDISWorst drop−15.5%19.7% vol

FXDWorst drop−13.9%21.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FDISFXD

+2.2%Year to date+3.8%

0.7%Yield0.7%

+2.8%Past year+6.2%

0.08%Fee0.60%

2–1FXD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

Loading…

FDIS and FXD

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two