Compare · 2 funds side by side · dividends reinvested

FDIS and IMCG

FDISFidelity×IMCGiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,485IMCG · best of the two

02 / 04

FDIS and IMCG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+18.6%+15.6%+21.7%+6.2%−10.2%17.4%$4.1B1.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$1.6B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: FDIS 2013 · IMCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,774

FDIS

IMCG

iShares Morningstar Mid-Cap Growth ETF · $4.1B$13,485

$10,000 five years ago, dividends reinvested · they hold 9.4% in common

FDISMeasureIMCG

+4.4%Year to dateJan 1 → Nov 4+18.6%

+3.1%1 yearTotal return+15.6%

+18.2%3 years · per year$10,000 became $16,516 · $18,039+21.7%

+5.0%5 years · per year$10,000 became $12,774 · $13,485+6.2%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

0.73%Trailing 12-mo yield$73 · $66 a year on $10k0.66%

−15.5%Worst dropSmaller is better−10.2%

19.4%VolatilityLower is calmer17.4%

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

1–7IMCG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs IMCG: Top 5 Holdings

Today

FDIS

48.3%in top 5

IMCG

in top 56.2%

FDISStockIMCG

21.6%AMZNnot top 5

16.7%TSLAnot top 5

5.0%HDnot top 5

2.8%MCDnot top 5

2.3%TJXnot top 5

not top 5SNOW1.4%

not top 5JCI1.3%

not top 5FCX1.2%

not top 5NET1.2%

not top 5DELL1.1%

Held in common9.4%

End-of-day Nov 4, 2026 · share of each fund

FDIS vs IMCG Returns, Every Period

FidelityFDIS

+5.0%

5 years, per year

IMCGiShares

+6.2%

5 years, per year

FDISIMCGFaded: behind in that period

0–4IMCG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Stocks: FDIS vs IMCG

YTD

FidelityFDIS

+4.4%

IMCGiShares

+18.6%

+4.4%Year to date+18.6%

−15.5%Worst drop · 1Y−10.2%

19.4%Volatility · 1Y17.4%

0.7%Yield0.7%

$1.6BAssets$4.1B

3–0IMCG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, IMCG

Today

0.06%lowest, IMCG

FundExpense ratioFee$10k

IMCG0.06%$6

FDIS0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FDIS, IMCG

0.73%highest, FDIS

FundTrailing yieldYield$10k

FDIS0.73%$73

IMCG0.66%$66

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$65most kept, FDIS

FDIS$73 − $8 = $65

IMCG$66 − $6 = $60

KeptFee

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

Overlap: FDIS, IMCG

Today

9.4%most shared, FDIS and IMCG

FDISIMCG

FDIS—9.4%

IMCG9.4%—

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

Return vs Bumpiness: 2 ETFs

+15.6%IMCG, at 17.4% volatility

IMCGWorst drop−10.2%17.4% vol

FDISWorst drop−15.5%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FDISIMCG

+4.4%Year to date+18.6%

0.7%Yield0.7%

+3.1%Past year+15.6%

0.08%Fee0.06%

3–0IMCG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026