Compare · 2 funds side by side · dividends reinvested

FDIS and IYC

FDISFidelity×IYCiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,773IYC · best of the two

02 / 04

FDIS and IYC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Consumer Discretionary ETFSectors · Consumer0.37%0.51%+1.2%+2.0%+17.8%+5.0%−12.0%16.3%$1.5B1.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.3%+0.9%+16.3%+3.9%−15.5%19.7%$1.6B1.8

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

End-of-day Nov 5, 2026 · returns include dividends · since: FDIS 2013 · IYC 2000

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,115

FDIS

IYC

iShares U.S. Consumer Discretionary ETF · $1.5B$12,773

$10,000 five years ago, dividends reinvested · they hold 63.1% in common

FDISMeasureIYC

+0.3%Year to dateJan 1 → Nov 5+1.2%

+0.9%1 yearTotal return+2.0%

+16.3%3 years · per year$10,000 became $15,748 · $16,357+17.8%

+3.9%5 years · per year$10,000 became $12,115 · $12,773+5.0%

0.08%Expense ratio$8 · $37 a year on $10k · lower is better0.37%

0.76%Trailing 12-mo yield$76 · $51 a year on $10k0.51%

−15.5%Worst dropSmaller is better−12.0%

19.7%VolatilityLower is calmer16.3%

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

2–6IYC wins

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

More Ways to See the Pairs

FDIS vs IYC: Top 5 Holdings

Today

FDIS

47.7%in top 5

IYC

in top 534.5%

FDISStockIYC

22.0%AMZN13.7%

15.5%TSLA7.4%

5.1%HD4.4%

not top 5WMT4.7%

not top 5COST4.3%

2.9%MCDnot top 5

2.3%TJXnot top 5

Held in common63.1%

End-of-day Nov 5, 2026 · share of each fund

FDIS vs IYC Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

IYCiShares

+5.0%

5 years, per year

FDISIYCFaded: behind in that period

0–4IYC wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDIS vs IYC

YTD

FidelityFDIS

+0.3%

IYCiShares

+1.2%

+0.3%Year to date+1.2%

−15.5%Worst drop · 1Y−12.0%

19.7%Volatility · 1Y16.3%

0.8%Yield0.5%

$1.6BAssets$1.5B

3–1IYC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, IYC

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

IYC0.37%$37

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FDIS, IYC

0.76%highest, FDIS

FundTrailing yieldYield$10k

FDIS0.76%$76

IYC0.51%$51

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$68most kept, FDIS

FDIS$76 − $8 = $68

IYC$51 − $37 = $14

KeptFee

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

Overlap: FDIS, IYC

Today

63.1%most shared, FDIS and IYC

FDISIYC

FDIS—63.1%

IYC63.1%—

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

Return vs Bumpiness: 2 ETFs

+2.0%IYC, at 16.3% volatility

IYCWorst drop−12.0%16.3% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FDISIYC

+0.3%Year to date+1.2%

0.8%Yield0.5%

+0.9%Past year+2.0%

0.08%Fee0.37%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026