RTH vs FDIS

ARTH

BFDIS

Measures won5–1RTH wins · of 6 · 5Y

$10,000 · 5Y$16,018RTH · FDIS $12,774

Lowest cost0.08%FDIS · $8 on $10k

Most income0.85%RTH · $85 on $10k

Smallest drop−8.7%RTH · worst fall in 1Y

Held in common33.1%RTH and FDIS

RTH

FDIS

VanEck Retail ETF · $251MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+20.5%3 years · per year$17,503 · $16,516+18.2%

+9.9%5 years · per year$16,018 · $12,774+5.0%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

0.85%12-mo yield$85 · $73 on $10k0.73%

−8.7%Worst dropSmaller wins−15.5%

14.6%VolatilityLower wins19.4%

5–1RTH wins

$10,000 · 5 yearsOne scale

Shared top holdingsRTH · FDIS

18.7%AMZN21.6%

5.1%HD5.0%

5.1%TJX2.3%

4.6%LOW1.8%

Held in common33.1%

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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+4.2%	+13.8%	+13.6%	+20.5%	+9.9%	−8.7%	$251M
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	ARTH	VanEck Retail ETFRead Desk		0.35%	0.85%	+4.2%	+13.8%	+13.6%	+20.5%	+9.9%	−8.7%	$251M
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

RTH vs FDIS

RTH

VanEck Retail

$16,018

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureRTHFDIS

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.85%0.73%

5 years, per year+9.9%+5.0%

3 years, per year+20.5%+18.2%

Worst drop · 1Y−8.7%−15.5%

Volatility · 1Y14.6%19.4%

5–1measures won
RTH first

33.1%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: RTH, FDIS

Today

33.1%most shared, RTH and FDIS

RTHFDIS

RTH—33.1%

FDIS33.1%—

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

Income After Fees on $10,000

$65most kept, FDIS

FDIS$73 − $8 = $65

RTH$85 − $35 = $50

KeptFee

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