Compare · 3 funds side by side · dividends reinvested

IBUY, FDIS and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,284XLV · best of the three

02 / 04

IBUY, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B2.0

Amplify Online Retail ETFSectors · Consumer0.65%0.11%−2.3%+3.3%+19.3%−8.2%−21.7%23.6%$125M2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IBUY 2016 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Amplify Online Retail ETF · $125M$6,519

IBUY

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

$10,000 five years ago, dividends reinvested · they hold 14.0% in common

IBUYMeasureFDIS

−2.3%Year to dateJan 1 → Nov 9+3.2%

+3.3%1 yearTotal return+5.0%

+19.3%3 years · per year$10,000 became $16,960 · $15,592+16.0%

−8.2%5 years · per year$10,000 became $6,519 · $12,238+4.1%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

0.11%Trailing 12-mo yield$11 · $74 a year on $10k0.74%

−21.7%Worst dropSmaller is better−15.5%

23.6%VolatilityLower is calmer19.7%

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

1–7FDIS wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBUY vs FDIS: Top 5 Holdings

Today

IBUY

16.7%in top 5

FDIS

in top 547.7%

IBUYStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.0%

not top 5HD5.1%

3.9%Wnot top 5

3.3%CARTnot top 5

3.2%SPOTnot top 5

3.2%ETSYnot top 5

3.1%FIGSnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common14.0%

End-of-day Nov 9, 2026 · share of each fund

IBUY vs FDIS Returns, Every Period

AmplifyIBUY

−8.2%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

IBUYFDISFaded: behind in that period

1–3FDIS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

IBUY vs XLV

YTD

AmplifyIBUY

−2.3%

XLVSPDR

+23.2%

−2.3%Year to date+23.2%

−21.7%Worst drop · 1Y−10.5%

23.6%Volatility · 1Y16.9%

0.1%Yield1.4%

$125MAssets$49.7B

4–0XLV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IBUY, FDIS, XLV

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLV0.08%$8

IBUY0.65%$65

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IBUY, FDIS, XLV

1.35%highest, XLV

FundTrailing yieldYield$10k

XLV1.35%$135

FDIS0.74%$74

IBUY0.11%$11

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$127most kept, XLV

XLV$135 − $8 = $127

FDIS$74 − $8 = $66

IBUY$11 − $65 = −$54

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IBUY, FDIS, XLV

Today

14.0%most shared, IBUY and FDIS

IBUYFDISXLV

IBUY—14.0%0.0%

FDIS14.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+31.2%XLV, at 16.9% volatility

XLVWorst drop−10.5%16.9% vol

FDISWorst drop−15.5%19.7% vol

IBUYWorst drop−21.7%23.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLVFDIS

+23.2%Year to date+3.2%

1.4%Yield0.7%

+31.2%Past year+5.0%

0.08%Fee0.08%

3–0XLV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026