EMTY vs FDIS

AEMTY

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLV $15,284

Lowest cost0.08%FDIS · $8 on $10k

Most income3.37%EMTY · $337 on $10k

Smallest drop−10.5%XLV · 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

−10.4%3 years · per year$7,199 · $15,592+16.0%

−3.5%5 years · per year$8,360 · $12,238+4.1%

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

3.37%12-mo yield$337 · $74 on $10k0.74%

−14.6%Worst dropSmaller wins−15.5%

20.7%VolatilityLower wins19.7%

2–4FDIS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsEMTY · FDIS

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

Held in common[…]

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B
4	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.37%	−2.9%	−9.7%	−10.8%	−10.4%	−3.5%	−14.6%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLV	State Street Health Care Select Sector SPDR ETFRead Desk	0.08%	1.35%	+1.9%	+23.2%	+31.2%	+16.0%	+8.9%	−10.5%	$49.7B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B
4	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.37%	−2.9%	−9.7%	−10.8%	−10.4%	−3.5%	−14.6%	$3M

End-of-day Nov 9, 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

$8,360

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureEMTYFDIS

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield3.37%0.74%

5 years, per year−3.5%+4.1%

3 years, per year−10.4%+16.0%

Worst drop · 1Y−14.6%−15.5%

Volatility · 1Y20.7%19.7%

4–2measures won
FDIS first

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

Overlap: EMTY, FDIS, XLE, XLV

Today

0.0%most shared, FDIS and XLE

EMTYFDISXLEXLV

EMTY—[…][…][…]

FDIS[…]—0.0%0.0%

XLE[…]0.0%—0.0%

XLV[…]0.0%0.0%—

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

Income After Fees on $10,000

$272most kept, EMTY

EMTY$337 − $65 = $272

XLE$246 − $8 = $238

XLV$135 − $8 = $127

FDIS$74 − $8 = $66

KeptFee

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