FDIS vs RTH

AFDIS

BRTH

Measures won1–5RTH wins · of 6 · 5Y

$10,000 · 5Y$15,730RTH · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income0.86%RTH · $86 on $10k

Smallest drop−8.7%RTH · worst fall in 1Y

Held in common33.7%FDIS and RTH

FDIS

RTH

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BVanEck Retail ETF · $258M

+16.3%3 years · per year$15,748 · $17,160+19.7%

+3.9%5 years · per year$12,115 · $15,730+9.5%

0.08%Expense ratio$8 · $35 on $10k · lower wins0.35%

0.76%12-mo yield$76 · $86 on $10k0.86%

−15.5%Worst dropSmaller wins−8.7%

19.7%VolatilityLower wins14.6%

1–5RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · RTH

22.0%AMZN19.0%

5.1%HD5.2%

2.3%TJX5.2%

1.9%LOW4.7%

Held in common33.7%

End-of-day Nov 5, 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	BRTH	VanEck Retail ETFRead Desk		0.35%	0.86%	−1.3%	+12.3%	+12.0%	+19.7%	+9.5%	−8.7%	$258M
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

Both

5Y2 funds

#			Trend
1	BRTH	VanEck Retail ETFRead Desk		0.35%	0.86%	−1.3%	+12.3%	+12.0%	+19.7%	+9.5%	−8.7%	$258M
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

Cards for this view

FDIS vs RTH

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

RTH

VanEck Retail

$15,730

MeasureFDISRTH

Fee0.08%0.35%

Cost on $10k a year$8$35

Yield0.76%0.86%

5 years, per year+3.9%+9.5%

3 years, per year+16.3%+19.7%

Worst drop · 1Y−15.5%−8.7%

Volatility · 1Y19.7%14.6%

5–1measures won
RTH first

33.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDIS, RTH

Today

33.7%most shared, FDIS and RTH

FDISRTH

FDIS—33.7%

RTH33.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, FDIS

FDIS$76 − $8 = $68

RTH$86 − $35 = $51

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee