EMC vs FDIS

AEMC

BFDIS

Measures won0–5FDIS wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.5%EMC and FDIS

EMC

FDIS

Global X - Emerging Markets Great Consumer ETF · $52MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+13.3%3 years · per year$14,555 · $15,537+15.8%

[…]5 years · per year[…] · $12,079+3.9%

0.65%Expense ratio$65 · $8 on $10k · lower wins0.08%

0.64%12-mo yield$64 · $76 on $10k0.76%

−18.0%Worst dropSmaller wins−15.5%

26.7%VolatilityLower wins19.7%

0–5FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMC · FDIS

0.5%MELI1.1%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AEMC	Global X - Emerging Markets Great Consumer ETFRead Desk	0.65%	0.64%	+2.6%	+7.2%	+6.4%	+13.3%	new	−18.0%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AEMC	Global X - Emerging Markets Great Consumer ETFRead Desk	0.65%	0.64%	+2.6%	+7.2%	+6.4%	+13.3%	new	−18.0%	$52M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EMC vs FDIS

EMC

Global X - Emerging Markets Great Consumer

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureEMCFDIS

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield0.64%0.76%

5 years, per year[…]+3.9%

3 years, per year+13.3%+15.8%

Worst drop · 1Y−18.0%−15.5%

Volatility · 1Y26.7%19.7%

5–0measures won
FDIS first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EMC, FDIS, XLE

Today

0.5%most shared, EMC and FDIS

EMCFDISXLE

EMC—0.5%0.0%

FDIS0.5%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIS$76 − $8 = $68

EMC$64 − $65 = −$1

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee