SPY vs FDIS

ASPY

BFDIS

Measures won5–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common9.3%SPY and FDIS

SPY

FDIS

State Street SPDR S&P 500 ETF · $819BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+21.7%3 years · per year$18,039 · $15,537+15.8%

+11.3%5 years · per year$17,118 · $12,079+3.9%

0.09%Expense ratio$9 · $8 on $10k · lower wins0.08%

1.03%12-mo yield$103 · $76 on $10k0.76%

−8.9%Worst dropSmaller wins−15.5%

13.6%VolatilityLower wins19.7%

5–1SPY wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsSPY · FDIS

4.0%AMZN22.4%

1.5%TSLA14.4%

0.6%HD5.2%

0.3%MCD3.0%

Held in common9.3%

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 Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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

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

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	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

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

SPY vs FDIS

SPY

SPDR S&P 500

$17,118

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureSPYFDIS

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.03%0.76%

5 years, per year+11.3%+3.9%

3 years, per year+21.7%+15.8%

Worst drop · 1Y−8.9%−15.5%

Volatility · 1Y13.6%19.7%

5–1measures won
SPY first

9.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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: SPY, FDIS, IVV, VOO

Today

99.9%most shared, SPY and IVV

SPYFDISIVVVOO

SPY—9.3%99.9%92.2%

FDIS9.3%—9.3%8.4%

IVV99.9%9.3%—92.2%

VOO92.2%8.4%92.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

FDIS$76 − $8 = $68

KeptFee

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