Compare · 2 funds side by side · dividends reinvested

RXI and FDIS

RXIiShares×FDISFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,246FDIS · best of the two

02 / 04

RXI and FDIS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.2%−0.1%+17.1%+4.1%−15.5%19.0%$1.6B1.4

iShares Global Consumer Discretionary ETFSectors · Consumer0.37%1.46%−4.9%−4.7%+13.8%+2.9%−15.2%16.9%$243M1.6

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

End-of-day Nov 3, 2026 · returns include dividends · since: RXI 2006 · FDIS 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Consumer Discretionary ETF · $243M$11,529

RXI

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,246

$10,000 five years ago, dividends reinvested · they hold 58.6% in common

RXIMeasureFDIS

−4.9%Year to dateJan 1 → Nov 3+0.2%

−4.7%1 yearTotal return−0.1%

+13.8%3 years · per year$10,000 became $14,737 · $16,040+17.1%

+2.9%5 years · per year$10,000 became $11,529 · $12,246+4.1%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

1.46%Trailing 12-mo yield$146 · $76 a year on $10k0.76%

−15.2%Worst dropSmaller is better−15.5%

16.9%VolatilityLower is calmer19.0%

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

3–5FDIS wins

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

More Ways to See the Pairs

RXI vs FDIS: Top 5 Holdings

Today

RXI

35.3%in top 5

FDIS

in top 547.9%

RXIStockFDIS

15.5%AMZN21.0%

7.4%TSLA16.8%

4.7%HD5.0%

4.0%9988.HKnot top 5

3.7%7203.Tnot top 5

not top 5MCD2.8%

not top 5TJX2.3%

Held in common58.6%

End-of-day Nov 3, 2026 · share of each fund

RXI vs FDIS Returns, Every Period

iSharesRXI

+2.9%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

RXIFDISFaded: behind in that period

0–4FDIS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

RXI vs FDIS

YTD

iSharesRXI

−4.9%

FDISFidelity

+0.2%

−4.9%Year to date+0.2%

−15.2%Worst drop · 1Y−15.5%

16.9%Volatility · 1Y19.0%

1.5%Yield0.8%

$243MAssets$1.6B

3–1RXI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RXI, FDIS

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

RXI0.37%$37

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: RXI, FDIS

1.46%highest, RXI

FundTrailing yieldYield$10k

RXI1.46%$146

FDIS0.76%$76

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, RXI

RXI$146 − $37 = $109

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: RXI, FDIS

Today

58.6%most shared, RXI and FDIS

RXIFDIS

RXI—58.6%

FDIS58.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

−0.1%FDIS, at 19.0% volatility

RXIWorst drop−15.2%16.9% vol

FDISWorst drop−15.5%19.0% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

RXIFDIS

−4.9%Year to date+0.2%

1.5%Yield0.8%

−4.7%Past year−0.1%

0.37%Fee0.08%

3–1FDIS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026