FDIS vs CGCV

AFDIS

BCGCV

Measures won1–3CGCV wins · of 6 · 5Y

$10,000 · 5Y$12,079FDIS

Lowest cost0.08%FDIS · $8 on $10k

Most income1.57%CGCV · $157 on $10k

Smallest drop−7.9%CGCV · worst fall in 1Y

Held in common6.1%FDIS and CGCV

FDIS

CGCV

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BCapital Group Conservative Equity ETF · $2.4B

+15.8%3 years · per year$15,537 · […][…]

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

0.08%Expense ratio$8 · $33 on $10k · lower wins0.33%

0.76%12-mo yield$76 · $157 on $10k1.57%

−15.5%Worst dropSmaller wins−7.9%

19.7%VolatilityLower wins10.3%

1–3CGCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · CGCV

5.2%HD2.0%

1.8%SBUX2.7%

3.0%MCD1.4%

1.3%0I1W.L0.6%

Held in common6.1%

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

Both

5Y2 funds

#			Trend
1	AFDIS	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
2	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−0.2%	+9.1%	+11.8%	new	new	−7.9%	$2.4B

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

Both

5Y2 funds

#			Trend
1	AFDIS	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
2	BCGCV	Capital Group Conservative Equity ETFRead Desk		0.33%	1.57%	−0.2%	+9.1%	+11.8%	new	new	−7.9%	$2.4B

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

FDIS vs CGCV

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

CGCV

Capital Group Conservative Equity

[…]

MeasureFDISCGCV

Fee0.08%0.33%

Cost on $10k a year$8$33

Yield0.76%1.57%

5 years, per year+3.9%[…]

3 years, per year+15.8%[…]

Worst drop · 1Y−15.5%−7.9%

Volatility · 1Y19.7%10.3%

3–1measures won
CGCV first

6.1%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDIS, CGCV

Today

6.1%most shared, FDIS and CGCV

FDISCGCV

FDIS—6.1%

CGCV6.1%—

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

Income After Fees on $10,000

$124most kept, CGCV

CGCV$157 − $33 = $124

FDIS$76 − $8 = $68

KeptFee

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