FDIS vs SPYM

AFDIS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · FDIS $12,774

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common9.0%FDIS and SPYM

FDIS

SPYM

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BState Street SPDR Portfolio S&P 500 ETF · $182B

+18.2%3 years · per year$16,516 · $19,186+24.3%

+5.0%5 years · per year$12,774 · $18,126+12.6%

0.08%Expense ratio$8 · $2 on $10k · lower wins0.02%

0.73%12-mo yield$73 · $101 on $10k1.01%

−15.5%Worst dropSmaller wins−8.9%

19.4%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · SPYM

21.6%AMZN3.8%

16.7%TSLA1.7%

5.0%HD0.5%

2.8%MCD0.3%

Held in common9.0%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
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 SPYM

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureFDISSPYM

Fee0.08%0.02%

Cost on $10k a year$8$2

Yield0.73%1.01%

5 years, per year+5.0%+12.6%

3 years, per year+18.2%+24.3%

Worst drop · 1Y−15.5%−8.9%

Volatility · 1Y19.4%12.8%

6–0measures won
SPYM first

9.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: FDIS, SPYM

Today

9.0%most shared, FDIS and SPYM

FDISSPYM

FDIS—9.0%

SPYM9.0%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

FDIS$73 − $8 = $65

KeptFee

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