FIDU vs XLI

AFIDU

BXLI

Measures won0–5XLI wins · of 6 · 5Y

$10,000 · 5Y$17,372XLI · FIDU $17,157

Lowest cost0.08%FIDU · $8 on $10k

Most income1.12%XLI · $112 on $10k

Smallest drop−12.7%XLI · worst fall in 1Y

Held in common75.4%FIDU and XLI

FIDU

XLI

Fidelity MSCI Industrials Index ETF · $2.3BState Street Industrial Select Sector SPDR ETF · $29.5B

+20.3%3 years · per year$17,420 · $17,483+20.5%

+11.4%5 years · per year$17,157 · $17,372+11.7%

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

0.92%12-mo yield$92 · $112 on $10k1.12%

−13.6%Worst dropSmaller wins−12.7%

19.2%VolatilityLower wins18.2%

0–5XLI wins

$10,000 · 5 yearsOne scale

Shared top holdingsFIDU · XLI

5.3%GE6.5%

4.0%CAT5.0%

4.0%RTX4.9%

3.3%GEV4.0%

Held in common75.4%

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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.12%	+3.8%	+9.7%	+11.9%	+20.5%	+11.7%	−12.7%	$29.5B
2	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

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	BXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.12%	+3.8%	+9.7%	+11.9%	+20.5%	+11.7%	−12.7%	$29.5B
2	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

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 XLI

FIDU

Fidelity MSCI Industrials Index

$17,157

XLI

Industrial Select Sector SPDR

$17,372

MeasureFIDUXLI

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.92%1.12%

5 years, per year+11.4%+11.7%

3 years, per year+20.3%+20.5%

Worst drop · 1Y−13.6%−12.7%

Volatility · 1Y19.2%18.2%

5–0measures won
XLI first

75.4%

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, XLI

Today

75.4%most shared, FIDU and XLI

FIDUXLI

FIDU—75.4%

XLI75.4%—

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

Income After Fees on $10,000

$104most kept, XLI

XLI$112 − $8 = $104

FIDU$92 − $8 = $84

KeptFee

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