IYT vs FIDU

AIYT

BFIDU

Measures won1–5FIDU wins · of 6 · 5Y

$10,000 · 5Y$16,598FIDU · IYT $12,676

Lowest cost0.08%FIDU · $8 on $10k

Most income0.96%FIDU · $96 on $10k

Smallest drop−12.6%IYT · worst fall in 1Y

Held in common13.1%IYT and FIDU

IYT

FIDU

iShares U.S. Transportation ETF · $2.1BFidelity MSCI Industrials Index ETF · $2.3B

+15.3%3 years · per year$15,313 · $17,095+19.6%

+4.9%5 years · per year$12,676 · $16,598+10.7%

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

0.93%12-mo yield$93 · $96 on $10k0.96%

−12.6%Worst dropSmaller wins−13.6%

20.7%VolatilityLower wins18.9%

1–5FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIYT · FIDU

18.3%UNP2.8%

14.5%UBER1.9%

9.7%CSX1.5%

5.0%UPS1.3%

Held in common13.1%

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

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	+0.4%	+5.3%	+6.0%	+19.6%	+10.7%	−13.6%	$2.3B
2	AIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B

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

Both

5Y2 funds

#			Trend
1	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.96%	+0.4%	+5.3%	+6.0%	+19.6%	+10.7%	−13.6%	$2.3B
2	AIYT	iShares U.S. Transportation ETFRead Desk		0.37%	0.93%	−1.3%	+9.5%	+14.3%	+15.3%	+4.9%	−12.6%	$2.1B

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

IYT vs FIDU

IYT

iShares U.S. Transportation

$12,676

FIDU

Fidelity MSCI Industrials Index

$16,598

MeasureIYTFIDU

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield0.93%0.96%

5 years, per year+4.9%+10.7%

3 years, per year+15.3%+19.6%

Worst drop · 1Y−12.6%−13.6%

Volatility · 1Y20.7%18.9%

5–1measures won
FIDU first

13.1%

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: IYT, FIDU

Today

13.1%most shared, IYT and FIDU

IYTFIDU

IYT—13.1%

FIDU13.1%—

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

Income After Fees on $10,000

$88most kept, FIDU

FIDU$96 − $8 = $88

IYT$93 − $37 = $56

KeptFee

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