FXG vs FDIS

AFXG

BFDIS

Measures won2–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$20,952XLK · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income2.00%FXG · $200 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 · $215MFidelity 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$117.1B
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%	$215M

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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	−8.0%	+13.2%	+11.1%	+26.4%	+15.9%	−19.6%	$117.1B
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%	$215M

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

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FXG, FDIS, XLK

Today

0.0%most shared, FXG and FDIS

FXGFDISXLK

FXG—0.0%0.0%

FDIS0.0%—0.0%

XLK0.0%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

FDIS$76 − $8 = $68

XLK$51 − $8 = $43

KeptFee

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