FDIS vs IMCG

AFDIS

BIMCG

Measures won1–5IMCG wins · of 6 · 5Y

$10,000 · 5Y$13,485IMCG · FDIS $12,774

Lowest cost0.06%IMCG · $6 on $10k

Most income0.73%FDIS · $73 on $10k

Smallest drop−10.2%IMCG · worst fall in 1Y

Held in common9.4%FDIS and IMCG

FDIS

IMCG

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BiShares Morningstar Mid-Cap Growth ETF · $4.1B

+18.2%3 years · per year$16,516 · $18,039+21.7%

+5.0%5 years · per year$12,774 · $13,485+6.2%

0.08%Expense ratio$8 · $6 on $10k · lower wins0.06%

0.73%12-mo yield$73 · $66 on $10k0.66%

−15.5%Worst dropSmaller wins−10.2%

19.4%VolatilityLower wins17.4%

1–5IMCG wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · IMCG

1.3%HLT1.1%

1.2%ORLY1.0%

1.1%DASH1.0%

1.1%ABNB0.9%

Held in common9.4%

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	BIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.66%	+0.6%	+18.6%	+15.6%	+21.7%	+6.2%	−10.2%	$4.1B
2	AFDIS	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

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	BIMCG	iShares Morningstar Mid-Cap Growth ETFRead Desk		0.06%	0.66%	+0.6%	+18.6%	+15.6%	+21.7%	+6.2%	−10.2%	$4.1B
2	AFDIS	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

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

FDIS vs IMCG

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

IMCG

iShares Morningstar Mid-Cap Growth

$13,485

MeasureFDISIMCG

Fee0.08%0.06%

Cost on $10k a year$8$6

Yield0.73%0.66%

5 years, per year+5.0%+6.2%

3 years, per year+18.2%+21.7%

Worst drop · 1Y−15.5%−10.2%

Volatility · 1Y19.4%17.4%

5–0measures won
IMCG first

9.4%

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: FDIS, IMCG

Today

9.4%most shared, FDIS and IMCG

FDISIMCG

FDIS—9.4%

IMCG9.4%—

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

Income After Fees on $10,000

$65most kept, FDIS

FDIS$73 − $8 = $65

IMCG$66 − $6 = $60

KeptFee

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