FXG vs FDIS

AFXG

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$12,774FDIS · FXG $12,250

Lowest cost0.08%FDIS · $8 on $10k

Most income1.98%FXG · $198 on $10k

Smallest drop−15.5%FDIS · worst fall in 1Y

Held in common0.0%FXG and FDIS

FXG

FDIS

First Trust Consumer Staples AlphaDEX Fund · $214MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+5.3%3 years · per year$11,672 · $16,516+18.2%

+4.1%5 years · per year$12,250 · $12,774+5.0%

0.63%Expense ratio$63 · $8 on $10k · lower wins0.08%

1.98%12-mo yield$198 · $73 on $10k0.73%

−16.0%Worst dropSmaller wins−15.5%

15.1%VolatilityLower wins19.4%

2–4FDIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsFXG · FDIS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B
2	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk		0.63%	1.98%	+3.4%	+6.3%	+5.8%	+5.3%	+4.1%	−16.0%	$214M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FXG vs FDIS

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,250

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureFXGFDIS

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield1.98%0.73%

5 years, per year+4.1%+5.0%

3 years, per year+5.3%+18.2%

Worst drop · 1Y−16.0%−15.5%

Volatility · 1Y15.1%19.4%

4–2measures won
FDIS first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FXG, FDIS

Today

0.0%most shared, FXG and FDIS

FXGFDIS

FXG—0.0%

FDIS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$135most kept, FXG

FXG$198 − $63 = $135

FDIS$73 − $8 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee