EXI vs FIDU

AEXI

BFIDU

Measures won3–2EXI wins · of 6 · 5Y

$10,000 · 5Y$17,532FIDU · EXI $16,845

Lowest cost0.08%FIDU · $8 on $10k

Most income1.12%EXI · $112 on $10k

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

Held in common52.8%EXI and FIDU

EXI

FIDU

iShares Global Industrials ETF · $1.4BFidelity MSCI Industrials Index ETF · $2.3B

+22.3%3 years · per year$18,283 · $17,986+21.6%

+11.0%5 years · per year$16,845 · $17,532+11.9%

0.38%Expense ratio$38 · $8 on $10k · lower wins0.08%

1.12%12-mo yield$112 · $92 on $10k0.92%

−12.4%Worst dropSmaller wins−12.4%

17.6%VolatilityLower wins18.4%

3–2EXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsEXI · FIDU

3.4%GE4.9%

2.9%CAT4.3%

2.8%RTX4.1%

2.5%GEV3.7%

Held in common52.8%

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

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	−1.3%	+9.5%	+9.4%	+21.6%	+11.9%	−12.4%	$2.3B
2	AEXI	iShares Global Industrials ETFRead Desk		0.38%	1.12%	−0.2%	+8.9%	+10.4%	+22.3%	+11.0%	−12.4%	$1.4B

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

EXI vs FIDU

EXI

iShares Global Industrials

$16,845

FIDU

Fidelity MSCI Industrials Index

$17,532

MeasureEXIFIDU

Fee0.38%0.08%

Cost on $10k a year$38$8

Yield1.12%0.92%

5 years, per year+11.0%+11.9%

3 years, per year+22.3%+21.6%

Worst drop · 1Y−12.4%−12.4%

Volatility · 1Y17.6%18.4%

3–2measures won
EXI first

52.8%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EXI, FIDU

Today

52.8%most shared, EXI and FIDU

EXIFIDU

EXI—52.8%

FIDU52.8%—

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

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

EXI$112 − $38 = $74

KeptFee

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