IYK vs FDIS

AIYK

BFDIS

Measures won4–2IYK wins · of 6 · 5Y

$10,000 · 5Y$14,540IYK · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income2.38%IYK · $238 on $10k

Smallest drop−10.7%IYK · worst fall in 1Y

Held in common0.0%IYK and FDIS

IYK

FDIS

iShares U.S. Consumer Staples ETF · $1.5BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+11.8%3 years · per year$13,968 · $15,748+16.3%

+7.8%5 years · per year$14,540 · $12,115+3.9%

0.37%Expense ratio$37 · $8 on $10k · lower wins0.08%

2.38%12-mo yield$238 · $76 on $10k0.76%

−10.7%Worst dropSmaller wins−15.5%

14.8%VolatilityLower wins19.7%

4–2IYK wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYK · 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

Both

5Y2 funds

#			Trend
1	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.38%	−0.8%	+20.2%	+22.2%	+11.8%	+7.8%	−10.7%	$1.5B
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

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	AIYK	iShares U.S. Consumer Staples ETFRead Desk		0.37%	2.38%	−0.8%	+20.2%	+22.2%	+11.8%	+7.8%	−10.7%	$1.5B
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

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

IYK vs FDIS

IYK

iShares U.S. Consumer Staples

$14,540

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureIYKFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.38%0.76%

5 years, per year+7.8%+3.9%

3 years, per year+11.8%+16.3%

Worst drop · 1Y−10.7%−15.5%

Volatility · 1Y14.8%19.7%

4–2measures won
IYK 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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: IYK, FDIS

Today

0.0%most shared, IYK and FDIS

IYKFDIS

IYK—0.0%

FDIS0.0%—

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

Income After Fees on $10,000

$201most kept, IYK

IYK$238 − $37 = $201

FDIS$76 − $8 = $68

KeptFee

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