KXI vs FDIS

AKXI

BFDIS

Measures won4–2KXI wins · of 6 · 5Y

$10,000 · 5Y$13,646KXI · FDIS $12,774

Lowest cost0.08%FDIS · $8 on $10k

Most income2.16%KXI · $216 on $10k

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

Held in common0.0%KXI and FDIS

KXI

FDIS

iShares Global Consumer Staples ETF · $1.2BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+12.8%3 years · per year$14,349 · $16,516+18.2%

+6.4%5 years · per year$13,646 · $12,774+5.0%

0.38%Expense ratio$38 · $8 on $10k · lower wins0.08%

2.16%12-mo yield$216 · $73 on $10k0.73%

−10.7%Worst dropSmaller wins−15.5%

14.5%VolatilityLower wins19.4%

4–2KXI wins

$10,000 · 5 yearsOne scale

Shared top holdingsKXI · FDIS

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

Held in common0.0%

End-of-day Nov 4, 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	AKXI	iShares Global Consumer Staples ETFRead Desk		0.38%	2.16%	+3.3%	+16.3%	+20.1%	+12.8%	+6.4%	−10.7%	$1.2B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AKXI	iShares Global Consumer Staples ETFRead Desk		0.38%	2.16%	+3.3%	+16.3%	+20.1%	+12.8%	+6.4%	−10.7%	$1.2B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

KXI vs FDIS

KXI

iShares Global Consumer Staples

$13,646

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureKXIFDIS

Fee0.38%0.08%

Cost on $10k a year$38$8

Yield2.16%0.73%

5 years, per year+6.4%+5.0%

3 years, per year+12.8%+18.2%

Worst drop · 1Y−10.7%−15.5%

Volatility · 1Y14.5%19.4%

4–2measures won
KXI first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: KXI, FDIS

Today

0.0%most shared, KXI and FDIS

KXIFDIS

KXI—0.0%

FDIS0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$178most kept, KXI

KXI$216 − $38 = $178

FDIS$73 − $8 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee