FDN vs IYC

AFDN

BIYC

Measures won1–5IYC wins · of 6 · 5Y

$10,000 · 5Y$12,773IYC · FDN $10,702

Lowest cost0.37%IYC · $37 on $10k

Most income0.51%IYC · $51 on $10k

Smallest drop−12.0%IYC · worst fall in 1Y

Held in common21.1%FDN and IYC

FDN

IYC

First Trust Dow Jones Internet Index Fund · $4.8BiShares U.S. Consumer Discretionary ETF · $1.3B

+19.4%3 years · per year$17,035 · $16,357+17.8%

+1.4%5 years · per year$10,702 · $12,773+5.0%

0.49%Expense ratio$49 · $37 on $10k · lower wins0.37%

0.00%12-mo yield$0 · $51 on $10k0.51%

−18.5%Worst dropSmaller wins−12.0%

21.8%VolatilityLower wins16.3%

1–5IYC wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDN · IYC

11.1%AMZN13.7%

5.8%NFLX3.4%

4.6%BKNG2.2%

2.7%ABNB1.2%

Held in common21.1%

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	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−2.6%	+1.2%	+2.0%	+17.8%	+5.0%	−12.0%	$1.3B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

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	BIYC	iShares U.S. Consumer Discretionary ETFRead Desk		0.37%	0.51%	−2.6%	+1.2%	+2.0%	+17.8%	+5.0%	−12.0%	$1.3B
2	AFDN	First Trust Dow Jones Internet Index FundRead Desk		0.49%	0.00%	−4.5%	−3.3%	−6.0%	+19.4%	+1.4%	−18.5%	$4.8B

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

FDN vs IYC

FDN

First Trust Dow Jones Internet Index Fund

$10,702

IYC

iShares U.S. Consumer Discretionary

$12,773

MeasureFDNIYC

Fee0.49%0.37%

Cost on $10k a year$49$37

Yield0.00%0.51%

5 years, per year+1.4%+5.0%

3 years, per year+19.4%+17.8%

Worst drop · 1Y−18.5%−12.0%

Volatility · 1Y21.8%16.3%

5–1measures won
IYC first

21.1%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FDN, IYC

Today

21.1%most shared, FDN and IYC

FDNIYC

FDN—21.1%

IYC21.1%—

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

Income After Fees on $10,000

$14most kept, IYC

IYC$51 − $37 = $14

FDN$0 − $49 = −$49

KeptFee

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