EMTY vs FDIS

AEMTY

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · XLF $16,157

Lowest cost0.08%FDIS · $8 on $10k

Most income3.42%EMTY · $342 on $10k

Smallest drop−14.4%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

−11.3%3 years · per year$6,974 · $16,516+18.2%

−4.4%5 years · per year$7,988 · $12,774+5.0%

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

3.42%12-mo yield$342 · $73 on $10k0.73%

−14.4%Worst dropSmaller wins−15.5%

20.3%VolatilityLower wins19.4%

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 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
4	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.42%	−6.0%	−10.9%	−10.6%	−11.3%	−4.4%	−14.4%	$3M

End-of-day Nov 4, 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%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.1B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
4	AEMTY	ProShares - Decline of the Retail Store ETFRead Desk	0.65%	3.42%	−6.0%	−10.9%	−10.6%	−11.3%	−4.4%	−14.4%	$3M

End-of-day Nov 4, 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

$7,988

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureEMTYFDIS

Fee0.65%0.08%

Cost on $10k a year$65$8

Yield3.42%0.73%

5 years, per year−4.4%+5.0%

3 years, per year−11.3%+18.2%

Worst drop · 1Y−14.4%−15.5%

Volatility · 1Y20.3%19.4%

4–2measures won
FDIS first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: EMTY, FDIS, XLF, XLE

Today

0.0%most shared, FDIS and XLF

EMTYFDISXLFXLE

EMTY—[…][…][…]

FDIS[…]—0.0%0.0%

XLF[…]0.0%—0.0%

XLE[…]0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$277most kept, EMTY

EMTY$342 − $65 = $277

XLE$240 − $8 = $232

XLF$140 − $8 = $132

FDIS$73 − $8 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee