FDIS vs XLY

AFDIS

BXLY

Measures won1–4XLY wins · of 6 · 5Y

$10,000 · 5Y$12,388XLY · FDIS $12,246

Lowest cost0.08%FDIS · $8 on $10k

Most income0.80%XLY · $80 on $10k

Smallest drop−15.0%XLY · worst fall in 1Y

Held in common75.0%FDIS and XLY

FDIS

XLY

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BState Street Consumer Discretionary Select Sector SPDR ETF · $22.7B

+17.1%3 years · per year$16,040 · $16,081+17.2%

+4.1%5 years · per year$12,246 · $12,388+4.4%

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

0.76%12-mo yield$76 · $80 on $10k0.80%

−15.5%Worst dropSmaller wins−15.0%

19.0%VolatilityLower wins19.1%

1–4XLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · XLY

21.0%AMZN21.5%

16.8%TSLA18.8%

5.0%HD5.4%

2.8%MCD4.4%

Held in common75.0%

End-of-day Nov 3, 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	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−0.7%	+0.2%	−0.1%	+17.1%	+4.1%	−15.5%	$1.6B

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

Both

5Y2 funds

#			Trend
1	BXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.80%	−0.7%	−1.1%	−1.4%	+17.2%	+4.4%	−15.0%	$22.7B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−0.7%	+0.2%	−0.1%	+17.1%	+4.1%	−15.5%	$1.6B

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

Cards for this view

FDIS vs XLY

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,246

XLY

Consumer Discretionary Select Sector SPDR

$12,388

MeasureFDISXLY

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.76%0.80%

5 years, per year+4.1%+4.4%

3 years, per year+17.1%+17.2%

Worst drop · 1Y−15.5%−15.0%

Volatility · 1Y19.0%19.1%

3–1measures won
XLY first

75.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FDIS, XLY

Today

75.0%most shared, FDIS and XLY

FDISXLY

FDIS—75.0%

XLY75.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$72most kept, XLY

XLY$80 − $8 = $72

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee