FDIS vs VYM

AFDIS

BVYM

Measures won0–6VYM wins · of 6 · 5Y

$10,000 · 5Y$16,941VYM · FDIS $12,079

Lowest cost0.04%VYM · $4 on $10k

Most income2.31%VYM · $231 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common5.3%FDIS and VYM

FDIS

VYM

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BVanguard High Dividend Yield ETF · $78.9B

+15.8%3 years · per year$15,537 · $17,107+19.6%

+3.9%5 years · per year$12,079 · $16,941+11.1%

0.08%Expense ratio$8 · $4 on $10k · lower wins0.04%

0.76%12-mo yield$76 · $231 on $10k2.31%

−15.5%Worst dropSmaller wins−6.7%

19.7%VolatilityLower wins10.6%

0–6VYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · VYM

5.2%HD1.2%

3.0%MCD0.7%

1.8%SBUX0.5%

1.9%LOW0.4%

Held in common5.3%

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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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	BVYM	Vanguard High Dividend Yield ETFRead Desk		0.04%	2.31%	−0.5%	+12.8%	+16.5%	+19.6%	+11.1%	−6.7%	$78.9B
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 VYM

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

VYM

Vanguard High Dividend Yield

$16,941

MeasureFDISVYM

Fee0.08%0.04%

Cost on $10k a year$8$4

Yield0.76%2.31%

5 years, per year+3.9%+11.1%

3 years, per year+15.8%+19.6%

Worst drop · 1Y−15.5%−6.7%

Volatility · 1Y19.7%10.6%

6–0measures won
VYM first

5.3%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: FDIS, VYM

Today

5.3%most shared, FDIS and VYM

FDISVYM

FDIS—5.3%

VYM5.3%—

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

Income After Fees on $10,000

$227most kept, VYM

VYM$231 − $4 = $227

FDIS$76 − $8 = $68

KeptFee

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