GXPD vs FDIS

AGXPD

BFDIS

Measures won0–4FDIS wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common75.2%GXPD and FDIS

GXPD

FDIS

Global X Funds - Global X PureCap MSCI Consumer Discretionary ETF · $50MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

[…]3 years · per year[…] · $15,537+15.8%

[…]5 years · per year[…] · $12,079+3.9%

0.25%Expense ratio$25 · $8 on $10k · lower wins0.08%

0.34%12-mo yield$34 · $76 on $10k0.76%

−16.6%Worst dropSmaller wins−15.5%

22.0%VolatilityLower wins19.7%

0–4FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGXPD · FDIS

41.3%AMZN22.4%

16.1%TSLA14.4%

5.7%HD5.2%

3.2%MCD3.0%

Held in common75.2%

End-of-day Nov 6, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AGXPD	Global X Funds - Global X PureCap MSCI Consumer Discretionary ETFRead Desk	0.25%	0.34%	0.0%	−0.5%	−2.9%	new	new	−16.6%	$50M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	AGXPD	Global X Funds - Global X PureCap MSCI Consumer Discretionary ETFRead Desk	0.25%	0.34%	0.0%	−0.5%	−2.9%	new	new	−16.6%	$50M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GXPD vs FDIS

GXPD

Global X Funds - Global X PureCap MSCI Consumer Discretionary

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureGXPDFDIS

Fee0.25%0.08%

Cost on $10k a year$25$8

Yield0.34%0.76%

5 years, per year[…]+3.9%

3 years, per year[…]+15.8%

Worst drop · 1Y−16.6%−15.5%

Volatility · 1Y22.0%19.7%

4–0measures won
FDIS first

75.2%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: GXPD, FDIS, XLE

Today

75.2%most shared, GXPD and FDIS

GXPDFDISXLE

GXPD—75.2%0.0%

FDIS75.2%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIS$76 − $8 = $68

GXPD$34 − $25 = $9

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee