XLI vs FIDU

AXLI

BFIDU

Measures won5–0XLI wins · of 6 · 5Y

$10,000 · 5Y$17,687XLI · FIDU $17,510

Lowest cost0.08%XLI · $8 on $10k

Most income1.10%XLI · $110 on $10k

Smallest drop−12.2%XLI · worst fall in 1Y

Held in common75.3%XLI and FIDU

XLI

FIDU

State Street Industrial Select Sector SPDR ETF · $31.5BFidelity MSCI Industrials Index ETF · $2.3B

+22.8%3 years · per year$18,519 · $18,471+22.7%

+12.1%5 years · per year$17,687 · $17,510+11.9%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

1.10%12-mo yield$110 · $91 on $10k0.91%

−12.2%Worst dropSmaller wins−12.4%

17.3%VolatilityLower wins18.3%

5–0XLI wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLI · FIDU

6.0%GE4.9%

5.5%CAT4.2%

5.0%RTX4.1%

4.4%GEV3.5%

Held in common75.3%

End-of-day Nov 3, 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	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B

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

Both

5Y2 funds

#			Trend
1	AXLI	State Street Industrial Select Sector SPDR ETFRead Desk		0.08%	1.10%	+0.9%	+11.3%	+11.7%	+22.8%	+12.1%	−12.2%	$31.5B
2	BFIDU	Fidelity MSCI Industrials Index ETFRead Desk		0.08%	0.91%	+1.0%	+11.0%	+10.3%	+22.7%	+11.9%	−12.4%	$2.3B

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

Cards for this view

XLI vs FIDU

XLI

Industrial Select Sector SPDR

$17,687

FIDU

Fidelity MSCI Industrials Index

$17,510

MeasureXLIFIDU

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.10%0.91%

5 years, per year+12.1%+11.9%

3 years, per year+22.8%+22.7%

Worst drop · 1Y−12.2%−12.4%

Volatility · 1Y17.3%18.3%

5–0measures won
XLI first

75.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: XLI, FIDU

Today

75.3%most shared, XLI and FIDU

XLIFIDU

XLI—75.3%

FIDU75.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FIDU$91 − $8 = $83

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee