RXI vs FDIS

ARXI

BFDIS

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$21,164XLK · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income1.44%RXI · $144 on $10k

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

Held in common58.1%RXI and FDIS

RXI

FDIS

iShares Global Consumer Discretionary ETF · $248MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+13.5%3 years · per year$14,638 · $15,537+15.8%

+3.1%5 years · per year$11,676 · $12,079+3.9%

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

1.44%12-mo yield$144 · $76 on $10k0.76%

−15.2%Worst dropSmaller wins−15.5%

17.4%VolatilityLower wins19.7%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsRXI · FDIS

16.0%AMZN22.4%

6.1%TSLA14.4%

4.8%HD5.2%

3.0%MCD3.0%

Held in common58.1%

End-of-day Nov 6, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	ARXI	iShares Global Consumer Discretionary ETFRead Desk	0.37%	1.44%	−0.6%	−3.0%	−2.7%	+13.5%	+3.1%	−15.2%	$248M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.51%	+1.5%	+14.8%	+12.2%	+26.2%	+16.2%	−19.6%	$116.9B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B
3	ARXI	iShares Global Consumer Discretionary ETFRead Desk	0.37%	1.44%	−0.6%	−3.0%	−2.7%	+13.5%	+3.1%	−15.2%	$248M

End-of-day Nov 6, 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

$11,676

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureRXIFDIS

Fee0.37%0.08%

Cost on $10k a year$37$8

Yield1.44%0.76%

5 years, per year+3.1%+3.9%

3 years, per year+13.5%+15.8%

Worst drop · 1Y−15.2%−15.5%

Volatility · 1Y17.4%19.7%

3–3measures won
level

58.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: RXI, FDIS, XLK

Today

58.1%most shared, RXI and FDIS

RXIFDISXLK

RXI—58.1%0.0%

FDIS58.1%—0.0%

XLK0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, RXI

RXI$144 − $37 = $107

FDIS$76 − $8 = $68

XLK$51 − $8 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee