VDC vs FDIS

AVDC

BFDIS

Measures won4–2VDC wins · of 6 · 5Y

$10,000 · 5Y$16,157XLF · VDC $15,254

Lowest cost0.08%FDIS · $8 on $10k

Most income1.95%VDC · $195 on $10k

Smallest drop−9.4%VDC · worst fall in 1Y

Held in common0.0%VDC and FDIS

VDC

FDIS

Vanguard Consumer Staples ETF · $7.4BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+14.5%3 years · per year$14,996 · $16,516+18.2%

+8.8%5 years · per year$15,254 · $12,774+5.0%

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

1.95%12-mo yield$195 · $73 on $10k0.73%

−9.4%Worst dropSmaller wins−15.5%

15.2%VolatilityLower wins19.4%

4–2VDC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVDC · FDIS

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
3	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

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$53.8B
2	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.95%	+3.3%	+20.3%	+23.2%	+14.5%	+8.8%	−9.4%	$7.4B
3	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

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

VDC vs FDIS

VDC

Vanguard Consumer Staples

$15,254

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureVDCFDIS

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.95%0.73%

5 years, per year+8.8%+5.0%

3 years, per year+14.5%+18.2%

Worst drop · 1Y−9.4%−15.5%

Volatility · 1Y15.2%19.4%

4–2measures won
VDC first

0.0%

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: VDC, FDIS, XLF

Today

0.0%most shared, VDC and FDIS

VDCFDISXLF

VDC—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$186most kept, VDC

VDC$195 − $9 = $186

XLF$140 − $8 = $132

FDIS$73 − $8 = $65

KeptFee

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