IYK vs FDIS

AIYK

BFDIS

Measures won4–2IYK wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · IYK $14,498

Lowest cost0.08%FDIS · $8 on $10k

Most income2.39%IYK · $239 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

+11.2%3 years · per year$13,733 · $15,592+16.0%

+7.7%5 years · per year$14,498 · $12,238+4.1%

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

2.39%12-mo yield$239 · $74 on $10k0.74%

−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 9, 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%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk	0.37%	2.39%	+0.7%	+19.9%	+21.9%	+11.2%	+7.7%	−10.7%	$1.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

End-of-day Nov 9, 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%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	AIYK	iShares U.S. Consumer Staples ETFRead Desk	0.37%	2.39%	+0.7%	+19.9%	+21.9%	+11.2%	+7.7%	−10.7%	$1.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

End-of-day Nov 9, 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

$14,498

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureIYKFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield2.39%0.74%

5 years, per year+7.7%+4.1%

3 years, per year+11.2%+16.0%

Worst drop · 1Y−10.7%−15.5%

Volatility · 1Y14.8%19.7%

4–2measures won
IYK first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IYK, FDIS, XLK

Today

0.0%most shared, IYK and FDIS

IYKFDISXLK

IYK—0.0%0.0%

FDIS0.0%—0.0%

XLK0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$202most kept, IYK

IYK$239 − $37 = $202

FDIS$74 − $8 = $66

XLK$49 − $8 = $41

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee