AIRR vs FIDU

AAIRR

BFIDU

Measures won2–4FIDU wins · of 6 · 5Y

$10,000 · 5Y$23,574AIRR · FIDU $17,510

Lowest cost0.08%FIDU · $8 on $10k

Most income0.91%FIDU · $91 on $10k

Smallest drop−12.4%FIDU · worst fall in 1Y

Held in common4.5%AIRR and FIDU

AIRR

FIDU

First Trust RBA American Industrial RenaissanceTM ETF · $8.5BFidelity MSCI Industrials Index ETF · $2.3B

+29.6%3 years · per year$21,757 · $18,471+22.7%

+18.7%5 years · per year$23,574 · $17,510+11.9%

0.69%Expense ratio$69 · $8 on $10k · lower wins0.08%

0.09%12-mo yield$9 · $91 on $10k0.91%

−28.2%Worst dropSmaller wins−12.4%

28.4%VolatilityLower wins18.3%

2–4FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsAIRR · FIDU

3.3%CHRW0.2%

2.5%CLH0.2%

3.1%NXT0.2%

3.1%RBC0.2%

Held in common4.5%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.09%	+2.1%	+3.5%	+1.8%	+29.6%	+18.7%	−28.2%	$8.5B
2	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AAIRR	First Trust RBA American Industrial RenaissanceTM ETFRead Desk		0.69%	0.09%	+2.1%	+3.5%	+1.8%	+29.6%	+18.7%	−28.2%	$8.5B
2	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

AIRR vs FIDU

AIRR

First Trust RBA American Industrial RenaissanceTM

$23,574

FIDU

Fidelity MSCI Industrials Index

$17,510

MeasureAIRRFIDU

Fee0.69%0.08%

Cost on $10k a year$69$8

Yield0.09%0.91%

5 years, per year+18.7%+11.9%

3 years, per year+29.6%+22.7%

Worst drop · 1Y−28.2%−12.4%

Volatility · 1Y28.4%18.3%

4–2measures won
FIDU first

4.5%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: AIRR, FIDU

Today

4.5%most shared, AIRR and FIDU

AIRRFIDU

AIRR—4.5%

FIDU4.5%—

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

Income After Fees on $10,000

$83most kept, FIDU

FIDU$91 − $8 = $83

AIRR$9 − $69 = −$60

KeptFee

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