RXI vs FDIS

ARXI

BFDIS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$12,774FDIS · RXI $12,066

Lowest cost0.08%FDIS · $8 on $10k

Most income1.40%RXI · $140 on $10k

Smallest drop−15.2%RXI · worst fall in 1Y

Held in common58.8%RXI and FDIS

RXI

FDIS

iShares Global Consumer Discretionary ETF · $253MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+15.1%3 years · per year$15,235 · $16,516+18.2%

+3.8%5 years · per year$12,066 · $12,774+5.0%

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

1.40%12-mo yield$140 · $73 on $10k0.73%

−15.2%Worst dropSmaller wins−15.5%

17.4%VolatilityLower wins19.4%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsRXI · FDIS

15.9%AMZN21.6%

7.2%TSLA16.7%

4.7%HD5.0%

3.0%MCD2.8%

Held in common58.8%

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	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
2	ARXI	iShares Global Consumer Discretionary ETFRead Desk		0.37%	1.40%	+4.5%	−0.6%	−0.6%	+15.1%	+3.8%	−15.2%	$253M

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	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
2	ARXI	iShares Global Consumer Discretionary ETFRead Desk		0.37%	1.40%	+4.5%	−0.6%	−0.6%	+15.1%	+3.8%	−15.2%	$253M

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

RXI vs FDIS

RXI

iShares Global Consumer Discretionary

$12,066

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureRXIFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.40%0.73%

5 years, per year+3.8%+5.0%

3 years, per year+15.1%+18.2%

Worst drop · 1Y−15.2%−15.5%

Volatility · 1Y17.4%19.4%

3–3measures won
level

58.8%

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: RXI, FDIS

Today

58.8%most shared, RXI and FDIS

RXIFDIS

RXI—58.8%

FDIS58.8%—

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

Income After Fees on $10,000

$103most kept, RXI

RXI$140 − $37 = $103

FDIS$73 − $8 = $65

KeptFee

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