RXI vs FDIS

ARXI

BFDIS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,466VGT · FDIS $12,115

Lowest cost0.08%FDIS · $8 on $10k

Most income1.43%RXI · $143 on $10k

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

Held in common59.3%RXI and FDIS

RXI

FDIS

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

+14.2%3 years · per year$14,910 · $15,748+16.3%

+3.2%5 years · per year$11,720 · $12,115+3.9%

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

1.43%12-mo yield$143 · $76 on $10k0.76%

−15.2%Worst dropSmaller wins−15.5%

17.5%VolatilityLower wins19.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRXI · FDIS

16.3%AMZN22.0%

6.8%TSLA15.5%

4.9%HD5.1%

3.1%MCD2.9%

Held in common59.3%

End-of-day Nov 5, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	ARXI	iShares Global Consumer Discretionary ETFRead Desk	0.37%	1.43%	−1.8%	−2.4%	−1.1%	+14.2%	+3.2%	−15.2%	$253M

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

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	−7.3%	+14.0%	+11.1%	+28.8%	+15.4%	−17.5%	$154.5B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
3	ARXI	iShares Global Consumer Discretionary ETFRead Desk	0.37%	1.43%	−1.8%	−2.4%	−1.1%	+14.2%	+3.2%	−15.2%	$253M

End-of-day Nov 5, 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

$11,720

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureRXIFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.43%0.76%

5 years, per year+3.2%+3.9%

3 years, per year+14.2%+16.3%

Worst drop · 1Y−15.2%−15.5%

Volatility · 1Y17.5%19.7%

3–3measures won
level

59.3%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: RXI, FDIS, VGT

Today

59.3%most shared, RXI and FDIS

RXIFDISVGT

RXI—59.3%0.0%

FDIS59.3%—0.0%

VGT0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, RXI

RXI$143 − $37 = $106

FDIS$76 − $8 = $68

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee