FDIS vs XLP

AFDIS

BXLP

Measures won1–4XLP wins · of 6 · 5Y

$10,000 · 5Y$14,765XLP · FDIS $12,774

Lowest cost0.08%FDIS · $8 on $10k

Most income2.39%XLP · $239 on $10k

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common0.0%FDIS and XLP

FDIS

XLP

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BState Street Consumer Staples Select Sector SPDR ETF · $15.4B

+18.2%3 years · per year$16,516 · $14,746+13.8%

+5.0%5 years · per year$12,774 · $14,765+8.1%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

0.73%12-mo yield$73 · $239 on $10k2.39%

−15.5%Worst dropSmaller wins−9.7%

19.4%VolatilityLower wins15.6%

1–4XLP wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · XLP

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B
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	BXLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk		0.08%	2.39%	+3.4%	+20.6%	+24.8%	+13.8%	+8.1%	−9.7%	$15.4B
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 XLP

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

XLP

Consumer Staples Select Sector SPDR

$14,765

MeasureFDISXLP

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.73%2.39%

5 years, per year+5.0%+8.1%

3 years, per year+18.2%+13.8%

Worst drop · 1Y−15.5%−9.7%

Volatility · 1Y19.4%15.6%

4–1measures won
XLP first

0.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FDIS, XLP

Today

0.0%most shared, FDIS and XLP

FDISXLP

FDIS—0.0%

XLP0.0%—

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

Income After Fees on $10,000

$231most kept, XLP

XLP$239 − $8 = $231

FDIS$73 − $8 = $65

KeptFee

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