FDIS vs PSL

AFDIS

BPSL

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$13,178PSL · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income0.76%FDIS · $76 on $10k

Smallest drop−9.2%PSL · worst fall in 1Y

Held in common0.9%FDIS and PSL

FDIS

PSL

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BInvesco Dorsey Wright Consumer Staples Momentum ETF · $83M

+15.8%3 years · per year$15,537 · $14,626+13.5%

+3.9%5 years · per year$12,079 · $13,178+5.7%

0.08%Expense ratio$8 · $76 on $10k · lower wins0.76%

0.76%12-mo yield$76 · $71 on $10k0.71%

−15.5%Worst dropSmaller wins−9.2%

19.7%VolatilityLower wins14.1%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · PSL

0.2%SCI2.0%

0.2%HRB1.9%

0.1%LAUR2.0%

0.1%CVSA1.8%

Held in common0.9%

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	BPSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk		0.76%	0.71%	−0.6%	+13.5%	+10.6%	+13.5%	+5.7%	−9.2%	$83M
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	BPSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk		0.76%	0.71%	−0.6%	+13.5%	+10.6%	+13.5%	+5.7%	−9.2%	$83M
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 PSL

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

PSL

Invesco Dorsey Wright Consumer Staples Momentum

$13,178

MeasureFDISPSL

Fee0.08%0.76%

Cost on $10k a year$8$76

Yield0.76%0.71%

5 years, per year+3.9%+5.7%

3 years, per year+15.8%+13.5%

Worst drop · 1Y−15.5%−9.2%

Volatility · 1Y19.7%14.1%

3–3measures won
level

0.9%

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, PSL

Today

0.9%most shared, FDIS and PSL

FDISPSL

FDIS—0.9%

PSL0.9%—

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

PSL$71 − $76 = −$5

KeptFee

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