SPYM vs FDIS

ASPYM

BFDIS

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VTI $16,697

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common9.3%SPYM and FDIS

SPYM

FDIS

State Street SPDR Portfolio S&P 500 ETF · $179BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+22.0%3 years · per year$18,161 · $15,592+16.0%

+11.9%5 years · per year$17,553 · $12,238+4.1%

0.02%Expense ratio$2 · $8 on $10k · lower wins0.08%

1.03%12-mo yield$103 · $74 on $10k0.74%

−8.9%Worst dropSmaller wins−15.5%

13.7%VolatilityLower wins19.7%

6–0SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · FDIS

4.0%AMZN22.3%

1.6%TSLA15.0%

0.5%HD5.1%

0.3%MCD3.0%

Held in common9.3%

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	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

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

SPYM vs FDIS

SPYM

SPDR Portfolio S&P 500

$17,553

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureSPYMFDIS

Fee0.02%0.08%

Cost on $10k a year$2$8

Yield1.03%0.74%

5 years, per year+11.9%+4.1%

3 years, per year+22.0%+16.0%

Worst drop · 1Y−8.9%−15.5%

Volatility · 1Y13.7%19.7%

6–0measures won
SPYM first

9.3%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: SPYM, FDIS, VTI

Today

86.1%most shared, SPYM and VTI

SPYMFDISVTI

SPYM—9.3%86.1%

FDIS9.3%—8.3%

VTI86.1%8.3%—

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

Income After Fees on $10,000

$103most kept, VTI

VTI$106 − $3 = $103

SPYM$103 − $2 = $101

FDIS$74 − $8 = $66

KeptFee

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