VDC vs FDIS

AVDC

BFDIS

Measures won4–2VDC wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLF $15,690

Lowest cost0.08%FDIS · $8 on $10k

Most income2.46%XLE · $246 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

+13.6%3 years · per year$14,654 · $15,592+16.0%

+8.5%5 years · per year$15,007 · $12,238+4.1%

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

1.97%12-mo yield$197 · $74 on $10k0.74%

−9.4%Worst dropSmaller wins−15.5%

15.3%VolatilityLower wins19.7%

4–2VDC wins

$10,000 · 5 yearsAll four, 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 9, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B
4	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 Four

5Y4 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.42%	+1.5%	+7.2%	+12.4%	+22.2%	+9.4%	−14.8%	$53.4B
3	AVDC	Vanguard Consumer Staples ETFRead Desk	0.09%	1.97%	+1.0%	+19.3%	+22.6%	+13.6%	+8.5%	−9.4%	$7.4B
4	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

VDC vs FDIS

VDC

Vanguard Consumer Staples

$15,007

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

MeasureVDCFDIS

Fee0.09%0.08%

Cost on $10k a year$9$8

Yield1.97%0.74%

5 years, per year+8.5%+4.1%

3 years, per year+13.6%+16.0%

Worst drop · 1Y−9.4%−15.5%

Volatility · 1Y15.3%19.7%

4–2measures won
VDC first

0.0%

holdings shared

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

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE 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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: VDC, FDIS, XLF, XLE

Today

0.0%most shared, VDC and FDIS

VDCFDISXLFXLE

VDC—0.0%0.0%0.0%

FDIS0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

VDC$197 − $9 = $188

XLF$142 − $8 = $134

FDIS$74 − $8 = $66

KeptFee

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