FIDU vs IYT

AFIDU

BIYT

Measures won5–1FIDU wins · of 6 · 5Y

$10,000 · 5Y$17,157FIDU · IYT $13,053

Lowest cost0.08%FIDU · $8 on $10k

Most income0.92%FIDU · $92 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common12.8%FIDU and IYT

FIDU

IYT

Fidelity MSCI Industrials Index ETF · $2.3BiShares U.S. Transportation ETF · $2.1B

+20.3%3 years · per year$17,420 · $15,456+15.6%

+11.4%5 years · per year$17,157 · $13,053+5.5%

0.08%Expense ratio$8 · $37 on $10k · lower wins0.37%

0.92%12-mo yield$92 · $90 on $10k0.90%

−13.6%Worst dropSmaller wins−12.6%

19.2%VolatilityLower wins20.9%

5–1FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIDU · IYT

2.7%UNP18.0%

1.9%UBER14.7%

1.4%CSX9.5%

1.3%UPS4.9%

Held in common12.8%

End-of-day Nov 9, 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	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	+4.1%	+9.6%	+11.3%	+20.3%	+11.4%	−13.6%	$2.3B
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.90%	+3.4%	+13.2%	+19.0%	+15.6%	+5.5%	−12.6%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.92%	+4.1%	+9.6%	+11.3%	+20.3%	+11.4%	−13.6%	$2.3B
2	BIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.90%	+3.4%	+13.2%	+19.0%	+15.6%	+5.5%	−12.6%	$2.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FIDU vs IYT

FIDU

Fidelity MSCI Industrials Index

$17,157

IYT

iShares U.S. Transportation

$13,053

MeasureFIDUIYT

Fee0.08%0.37%

Cost on $10k a year$8$37

Yield0.92%0.90%

5 years, per year+11.4%+5.5%

3 years, per year+20.3%+15.6%

Worst drop · 1Y−13.6%−12.6%

Volatility · 1Y19.2%20.9%

4–1measures won
FIDU first

12.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: FIDU, IYT

Today

12.8%most shared, FIDU and IYT

FIDUIYT

FIDU—12.8%

IYT12.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$84most kept, FIDU

FIDU$92 − $8 = $84

IYT$90 − $37 = $53

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee