IYK vs FDIS

AIYK

BFDIS

Measures won4–2IYK wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · IYK $14,419

Lowest cost0.08%FDIS · $8 on $10k

Most income2.41%IYK · $241 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

+11.4%3 years · per year$13,831 · $15,537+15.8%

+7.6%5 years · per year$14,419 · $12,079+3.9%

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

2.41%12-mo yield$241 · $76 on $10k0.76%

−10.7%Worst dropSmaller wins−15.5%

14.8%VolatilityLower wins19.7%

4–2IYK wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIYK · FDIS

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

Held in common0.0%

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk	0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B
3	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

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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk	0.37%	2.41%	−0.9%	+19.1%	+20.9%	+11.4%	+7.6%	−10.7%	$1.5B
3	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

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

IYK vs FDIS

IYK

iShares U.S. Consumer Staples

$14,419

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureIYKFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.41%0.76%

5 years, per year+7.6%+3.9%

3 years, per year+11.4%+15.8%

Worst drop · 1Y−10.7%−15.5%

Volatility · 1Y14.8%19.7%

4–2measures won
IYK first

0.0%

holdings shared

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYK, FDIS, XLF

Today

0.0%most shared, IYK and FDIS

IYKFDISXLF

IYK—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$204most kept, IYK

IYK$241 − $37 = $204

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

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