XTN vs FIDU

AXTN

BFIDU

Measures won0–6FIDU wins · of 6 · 5Y

$10,000 · 5Y$17,510FIDU · XTN $11,515

Lowest cost0.08%FIDU · $8 on $10k

Most income0.91%FIDU · $91 on $10k

Smallest drop−12.4%FIDU · worst fall in 1Y

Held in common12.8%XTN and FIDU

XTN

FIDU

State Street SPDR S&P Transportation ETF · $220MFidelity MSCI Industrials Index ETF · $2.3B

+15.6%3 years · per year$15,433 · $18,471+22.7%

+2.9%5 years · per year$11,515 · $17,510+11.9%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

0.74%12-mo yield$74 · $91 on $10k0.91%

−17.8%Worst dropSmaller wins−12.4%

26.9%VolatilityLower wins18.3%

0–6FIDU wins

$10,000 · 5 yearsOne scale

Shared top holdingsXTN · FIDU

3.0%UNP2.7%

2.7%UBER1.8%

3.1%CSX1.4%

3.1%UPS1.2%

Held in common12.8%

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	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
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.74%	−0.5%	+10.8%	+19.1%	+15.6%	+2.9%	−17.8%	$220M

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	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
2	AXTN	State Street SPDR S&P Transportation ETFRead Desk		0.35%	0.74%	−0.5%	+10.8%	+19.1%	+15.6%	+2.9%	−17.8%	$220M

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

XTN vs FIDU

XTN

SPDR S&P Transportation

$11,515

FIDU

Fidelity MSCI Industrials Index

$17,510

MeasureXTNFIDU

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.74%0.91%

5 years, per year+2.9%+11.9%

3 years, per year+15.6%+22.7%

Worst drop · 1Y−17.8%−12.4%

Volatility · 1Y26.9%18.3%

6–0measures won
FIDU first

12.8%

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: XTN, FIDU

Today

12.8%most shared, XTN and FIDU

XTNFIDU

XTN—12.8%

FIDU12.8%—

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

Income After Fees on $10,000

$83most kept, FIDU

FIDU$91 − $8 = $83

XTN$74 − $35 = $39

KeptFee

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