PSL vs FDIS

APSL

BFDIS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$16,157XLF · PSL $13,705

Lowest cost0.08%FDIS · $8 on $10k

Most income1.40%XLF · $140 on $10k

Smallest drop−9.2%PSL · worst fall in 1Y

Held in common1.0%PSL and FDIS

PSL

FDIS

Invesco Dorsey Wright Consumer Staples Momentum ETF · $80MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+14.5%3 years · per year$14,999 · $16,516+18.2%

+6.5%5 years · per year$13,705 · $12,774+5.0%

0.76%Expense ratio$76 · $8 on $10k · lower wins0.08%

0.69%12-mo yield$69 · $73 on $10k0.73%

−9.2%Worst dropSmaller wins−15.5%

14.0%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsPSL · FDIS

2.0%SCI0.2%

1.9%HRB0.2%

2.1%LAUR0.1%

1.9%CVSA0.1%

Held in common1.0%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	APSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk	0.76%	0.69%	+3.2%	+16.4%	+14.2%	+14.5%	+6.5%	−9.2%	$80M
3	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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	APSL	Invesco Dorsey Wright Consumer Staples Momentum ETFRead Desk	0.76%	0.69%	+3.2%	+16.4%	+14.2%	+14.5%	+6.5%	−9.2%	$80M
3	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

PSL vs FDIS

PSL

Invesco Dorsey Wright Consumer Staples Momentum

$13,705

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasurePSLFDIS

Fee0.76%0.08%

Cost on $10k a year$76$8

Yield0.69%0.73%

5 years, per year+6.5%+5.0%

3 years, per year+14.5%+18.2%

Worst drop · 1Y−9.2%−15.5%

Volatility · 1Y14.0%19.4%

3–2measures won
PSL first

1.0%

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: PSL, FDIS, XLF

Today

1.0%most shared, PSL and FDIS

PSLFDISXLF

PSL—1.0%0.0%

FDIS1.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

FDIS$73 − $8 = $65

PSL$69 − $76 = −$7

KeptFee

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