FXG vs FDIS

AFXG

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$15,503XLF · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income2.00%FXG · $200 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%FXG and FDIS

FXG

FDIS

First Trust Consumer Staples AlphaDEX Fund · $222MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+5.0%3 years · per year$11,563 · $15,748+16.3%

+3.8%5 years · per year$12,045 · $12,115+3.9%

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

2.00%12-mo yield$200 · $76 on $10k0.76%

−16.0%Worst dropSmaller wins−15.5%

15.1%VolatilityLower wins19.7%

2–4FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFXG · FDIS

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk	0.63%	2.00%	−0.7%	+5.5%	+5.2%	+5.0%	+3.8%	−16.0%	$222M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	AFXG	First Trust Consumer Staples AlphaDEX FundRead Desk	0.63%	2.00%	−0.7%	+5.5%	+5.2%	+5.0%	+3.8%	−16.0%	$222M

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

FXG vs FDIS

FXG

First Trust Consumer Staples AlphaDEX Fund

$12,045

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureFXGFDIS

Fee0.63%0.08%

Cost on $10k a year$63$8

Yield2.00%0.76%

5 years, per year+3.8%+3.9%

3 years, per year+5.0%+16.3%

Worst drop · 1Y−16.0%−15.5%

Volatility · 1Y15.1%19.7%

4–2measures won
FDIS first

0.0%

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: FXG, FDIS, XLF

Today

0.0%most shared, FXG and FDIS

FXGFDISXLF

FXG—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$137most kept, FXG

FXG$200 − $63 = $137

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

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