FTXR vs FIDU

AFTXR

BFIDU

Measures won2–4FIDU wins · of 6 · 5Y

$10,000 · 5Y$16,537FIDU · FTXR $13,590

Lowest cost0.08%FIDU · $8 on $10k

Most income1.07%FTXR · $107 on $10k

Smallest drop−13.6%FIDU · worst fall in 1Y

Held in common12.8%FTXR and FIDU

FTXR

FIDU

First Trust Nasdaq Transportation ETF · $161MFidelity MSCI Industrials Index ETF · $2.3B

+20.7%3 years · per year$17,585 · $17,097+19.6%

+6.3%5 years · per year$13,590 · $16,537+10.6%

0.60%Expense ratio$60 · $8 on $10k · lower wins0.08%

1.07%12-mo yield$107 · $96 on $10k0.96%

−14.5%Worst dropSmaller wins−13.6%

21.9%VolatilityLower wins18.9%

2–4FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsFTXR · FIDU

7.9%UNP2.8%

4.0%CSX1.5%

4.2%UPS1.3%

7.1%FDX1.1%

Held in common12.8%

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	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	−4.2%	+4.9%	+6.1%	+19.6%	+10.6%	−13.6%	$2.3B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−4.5%	+9.5%	+21.1%	+20.7%	+6.3%	−14.5%	$161M

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	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	−4.2%	+4.9%	+6.1%	+19.6%	+10.6%	−13.6%	$2.3B
2	AFTXR	First Trust Nasdaq Transportation ETFRead Desk		0.60%	1.07%	−4.5%	+9.5%	+21.1%	+20.7%	+6.3%	−14.5%	$161M

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

FTXR vs FIDU

FTXR

First Trust Nasdaq Transportation

$13,590

FIDU

Fidelity MSCI Industrials Index

$16,537

MeasureFTXRFIDU

Fee0.60%0.08%

Cost on $10k a year$60$8

Yield1.07%0.96%

5 years, per year+6.3%+10.6%

3 years, per year+20.7%+19.6%

Worst drop · 1Y−14.5%−13.6%

Volatility · 1Y21.9%18.9%

4–2measures won
FIDU first

12.8%

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%

$120BAssets$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%

$42.6BAssets$46.8B

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: FTXR, FIDU

Today

12.8%most shared, FTXR and FIDU

FTXRFIDU

FTXR—12.8%

FIDU12.8%—

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

Income After Fees on $10,000

$88most kept, FIDU

FIDU$96 − $8 = $88

FTXR$107 − $60 = $47

KeptFee

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