FDIS vs FXG

AFDIS

BFXG

Measures won4–2FDIS wins · of 6 · 5Y

$10,000 · 5Y$12,238FDIS · FXG $12,029

Lowest cost0.08%FDIS · $8 on $10k

Most income1.98%FXG · $198 on $10k

Smallest drop−15.5%FDIS · worst fall in 1Y

Held in common0.0%FDIS and FXG

FDIS

FXG

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BFirst Trust Consumer Staples AlphaDEX Fund · $218M

+16.0%3 years · per year$15,592 · $11,429+4.6%

+4.1%5 years · per year$12,238 · $12,029+3.8%

0.08%Expense ratio$8 · $63 on $10k · lower wins0.63%

0.74%12-mo yield$74 · $198 on $10k1.98%

−15.5%Worst dropSmaller wins−16.0%

19.7%VolatilityLower wins15.2%

4–2FDIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · FXG

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

Held in common0.0%

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

Both

5Y2 funds

#			Trend
1	AFDIS	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
2	BFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+1.8%	+6.1%	+6.9%	+4.6%	+3.8%	−16.0%	$218M

End-of-day Nov 9, 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%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B
2	BFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+1.8%	+6.1%	+6.9%	+4.6%	+3.8%	−16.0%	$218M

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

FDIS vs FXG

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,029

MeasureFDISFXG

Fee0.08%0.63%

Cost on $10k a year$8$63

Yield0.74%1.98%

5 years, per year+4.1%+3.8%

3 years, per year+16.0%+4.6%

Worst drop · 1Y−15.5%−16.0%

Volatility · 1Y19.7%15.2%

4–2measures won
FDIS first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FDIS, FXG

Today

0.0%most shared, FDIS and FXG

FDISFXG

FDIS—0.0%

FXG0.0%—

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

Income After Fees on $10,000

$135most kept, FXG

FXG$198 − $63 = $135

FDIS$74 − $8 = $66

KeptFee

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