EMTY vs FDIS

AEMTY

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income3.33%EMTY · $333 on $10k

Smallest drop−14.6%EMTY · worst fall in 1Y

Held in common[…]EMTY and FDIS

EMTY

FDIS

ProShares - Decline of the Retail Store ETF · $3MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

−10.6%3 years · per year$7,150 · $15,748+16.3%

−3.8%5 years · per year$8,255 · $12,115+3.9%

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

3.33%12-mo yield$333 · $76 on $10k0.76%

−14.6%Worst dropSmaller wins−15.5%

20.5%VolatilityLower wins19.7%

2–4FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsEMTY · FDIS

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.33%	+2.6%	−8.7%	−8.6%	−10.6%	−3.8%	−14.6%	$3M

End-of-day Nov 5, 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%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.33%	+2.6%	−8.7%	−8.6%	−10.6%	−3.8%	−14.6%	$3M

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

Cards for this view

EMTY vs FDIS

EMTY

ProShares - Decline of the Retail Store

$8,255

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureEMTYFDIS

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield3.33%0.76%

5 years, per year−3.8%+3.9%

3 years, per year−10.6%+16.3%

Worst drop · 1Y−14.6%−15.5%

Volatility · 1Y20.5%19.7%

4–2measures won
FDIS first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: EMTY, FDIS, XLE

Today

0.0%most shared, FDIS and XLE

EMTYFDISXLE

EMTY—[…][…]

FDIS[…]—0.0%

XLE[…]0.0%—

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

Income After Fees on $10,000

$268most kept, EMTY

EMTY$333 − $65 = $268

XLE$247 − $8 = $239

FDIS$76 − $8 = $68

KeptFee

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