XLY vs FDIS

AXLY

BFDIS

Measures won4–1XLY wins · of 6 · 5Y

$10,000 · 5Y$12,192XLY · FDIS $12,079

Lowest cost0.08%XLY · $8 on $10k

Most income0.79%XLY · $79 on $10k

Smallest drop−15.0%XLY · worst fall in 1Y

Held in common75.0%XLY and FDIS

XLY

FDIS

State Street Consumer Discretionary Select Sector SPDR ETF · $23.0BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+16.1%3 years · per year$15,659 · $15,537+15.8%

+4.0%5 years · per year$12,192 · $12,079+3.9%

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

0.79%12-mo yield$79 · $76 on $10k0.76%

−15.0%Worst dropSmaller wins−15.5%

19.8%VolatilityLower wins19.7%

4–1XLY wins

$10,000 · 5 yearsOne scale

Shared top holdingsXLY · FDIS

22.6%AMZN22.4%

15.8%TSLA14.4%

5.7%HD5.2%

4.7%MCD3.0%

Held in common75.0%

End-of-day Nov 6, 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	AXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.79%	−0.1%	−0.9%	−1.6%	+16.1%	+4.0%	−15.0%	$23.0B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AXLY	State Street Consumer Discretionary Select Sector SPDR ETFRead Desk		0.08%	0.79%	−0.1%	−0.9%	−1.6%	+16.1%	+4.0%	−15.0%	$23.0B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLY vs FDIS

XLY

Consumer Discretionary Select Sector SPDR

$12,192

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureXLYFDIS

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.79%0.76%

5 years, per year+4.0%+3.9%

3 years, per year+16.1%+15.8%

Worst drop · 1Y−15.0%−15.5%

Volatility · 1Y19.8%19.7%

3–1measures won
XLY first

75.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: XLY, FDIS

Today

75.0%most shared, XLY and FDIS

XLYFDIS

XLY—75.0%

FDIS75.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$71most kept, XLY

XLY$79 − $8 = $71

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee