RTH vs FDIS

ARTH

BFDIS

Measures won5–1RTH wins · of 6 · 5Y

$10,000 · 5Y$15,934RTH · FDIS $12,238

Lowest cost0.08%FDIS · $8 on $10k

Most income3.50%VNQ · $350 on $10k

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

Held in common33.7%RTH and FDIS

RTH

FDIS

VanEck Retail ETF · $256MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+19.4%3 years · per year$17,033 · $15,592+16.0%

+9.8%5 years · per year$15,934 · $12,238+4.1%

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

0.85%12-mo yield$85 · $74 on $10k0.74%

−8.7%Worst dropSmaller wins−15.5%

14.7%VolatilityLower wins19.7%

5–1RTH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRTH · FDIS

19.0%AMZN22.3%

5.1%HD5.1%

5.0%TJX2.3%

4.7%LOW1.9%

Held in common33.7%

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	ARTH	VanEck Retail ETFRead Desk	0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M
2	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
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B

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	ARTH	VanEck Retail ETFRead Desk	0.35%	0.85%	+2.0%	+13.5%	+14.3%	+19.4%	+9.8%	−8.7%	$256M
2	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
3	VNQ	Vanguard Real Estate ETFRead Desk	0.13%	3.50%	+1.6%	+13.1%	+13.7%	+13.0%	+1.5%	−11.4%	$35.9B

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

RTH vs FDIS

RTH

VanEck Retail

$15,934

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureRTHFDIS

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.85%0.74%

5 years, per year+9.8%+4.1%

3 years, per year+19.4%+16.0%

Worst drop · 1Y−8.7%−15.5%

Volatility · 1Y14.7%19.7%

5–1measures won
RTH first

33.7%

holdings shared

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

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.2B

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: RTH, FDIS, VNQ

Today

33.7%most shared, RTH and FDIS

RTHFDISVNQ

RTH—33.7%0.0%

FDIS33.7%—0.0%

VNQ0.0%0.0%—

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

Income After Fees on $10,000

$337most kept, VNQ

VNQ$350 − $13 = $337

FDIS$74 − $8 = $66

RTH$85 − $35 = $50

KeptFee

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