FDIS vs IYC

AFDIS

BIYC

Measures won2–4IYC wins · of 6 · 5Y

$10,000 · 5Y$12,673IYC · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income0.76%FDIS · $76 on $10k

Smallest drop−12.0%IYC · worst fall in 1Y

Held in common63.7%FDIS and IYC

FDIS

IYC

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BiShares U.S. Consumer Discretionary ETF · $1.6B

+15.8%3 years · per year$15,537 · $16,149+17.3%

+3.9%5 years · per year$12,079 · $12,673+4.9%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

0.76%12-mo yield$76 · $51 on $10k0.51%

−15.5%Worst dropSmaller wins−12.0%

19.7%VolatilityLower wins16.3%

2–4IYC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · IYC

22.4%AMZN14.8%

14.4%TSLA7.0%

5.2%HD4.1%

3.0%MCD3.3%

Held in common63.7%

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	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$1.6B
2	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

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	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−0.6%	+0.6%	+0.8%	+17.3%	+4.9%	−12.0%	$1.6B
2	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

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 IYC

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

IYC

iShares U.S. Consumer Discretionary

$12,673

MeasureFDISIYC

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield0.76%0.51%

5 years, per year+3.9%+4.9%

3 years, per year+15.8%+17.3%

Worst drop · 1Y−15.5%−12.0%

Volatility · 1Y19.7%16.3%

4–2measures won
IYC first

63.7%

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, IYC

Today

63.7%most shared, FDIS and IYC

FDISIYC

FDIS—63.7%

IYC63.7%—

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

Income After Fees on $10,000

$68most kept, FDIS

FDIS$76 − $8 = $68

IYC$51 − $37 = $14

KeptFee

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