VCR vs FDIS

AVCR

BFDIS

Measures won0–3FDIS wins · of 6 · 5Y

$10,000 · 5Y$12,774FDIS · VCR $12,757

Lowest cost0.08%FDIS · $8 on $10k

Most income0.73%VCR · $73 on $10k

Smallest drop−15.5%FDIS · worst fall in 1Y

Held in common93.1%VCR and FDIS

VCR

FDIS

Vanguard Consumer Discretionary ETF · $5.6BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+18.2%3 years · per year$16,499 · $16,516+18.2%

+5.0%5 years · per year$12,757 · $12,774+5.0%

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

0.73%12-mo yield$73 · $73 on $10k0.73%

−15.6%Worst dropSmaller wins−15.5%

19.5%VolatilityLower wins19.4%

0–3FDIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsVCR · FDIS

23.0%AMZN21.6%

15.9%TSLA16.7%

4.5%HD5.0%

2.6%MCD2.8%

Held in common93.1%

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	AVCR	Vanguard Consumer Discretionary ETFRead Desk		0.09%	0.73%	+4.2%	+4.3%	+3.0%	+18.2%	+5.0%	−15.6%	$5.6B

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	AVCR	Vanguard Consumer Discretionary ETFRead Desk		0.09%	0.73%	+4.2%	+4.3%	+3.0%	+18.2%	+5.0%	−15.6%	$5.6B

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

VCR vs FDIS

VCR

Vanguard Consumer Discretionary

$12,757

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureVCRFDIS

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield0.73%0.73%

5 years, per year+5.0%+5.0%

3 years, per year+18.2%+18.2%

Worst drop · 1Y−15.6%−15.5%

Volatility · 1Y19.5%19.4%

3–0measures won
FDIS first

93.1%

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: VCR, FDIS

Today

93.1%most shared, VCR and FDIS

VCRFDIS

VCR—93.1%

FDIS93.1%—

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

Income After Fees on $10,000

$65most kept, FDIS

FDIS$73 − $8 = $65

VCR$73 − $9 = $64

KeptFee

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