YUNG vs FDIS

AYUNG

BFDIS

Measures won0–2FDIS wins · of 6 · 5Y

$10,000 · 5Y$12,115FDIS

Lowest cost0.08%FDIS · $8 on $10k

Most income0.76%FDIS · $76 on $10k

Smallest drop−15.5%FDIS · worst fall in 1Y

Held in common5.9%YUNG and FDIS

YUNG

FDIS

Corgi ETF Trust I - Longevity Consumer ETF · $1MFidelity MSCI Consumer Discretionary Index ETF · $1.6B

[…]3 years · per year[…] · $15,748+16.3%

[…]5 years · per year[…] · $12,115+3.9%

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

0.00%12-mo yield$0 · $76 on $10k0.76%

[…]Worst dropSmaller wins−15.5%

[…]VolatilityLower wins19.7%

0–2FDIS wins

$10,000 · 5 yearsOne scale

Shared top holdingsYUNG · FDIS

3.8%BKNG1.9%

3.9%MAR1.4%

3.7%HLT1.3%

1.3%SCI0.2%

Held in common5.9%

End-of-day Nov 5, 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	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
2	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk		0.35%	0.00%	−2.5%	new	new	new	new	[…]	$1M

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

Both

5Y2 funds

#			Trend
1	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B
2	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk		0.35%	0.00%	−2.5%	new	new	new	new	[…]	$1M

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

Cards for this view

YUNG vs FDIS

YUNG

Corgi ETF Trust I - Longevity Consumer

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureYUNGFDIS

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.00%0.76%

5 years, per year[…]+3.9%

3 years, per year[…]+16.3%

Worst drop · 1Y[…]−15.5%

Volatility · 1Y[…]19.7%

2–0measures won
FDIS first

5.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: YUNG, FDIS

Today

5.9%most shared, YUNG and FDIS

YUNGFDIS

YUNG—5.9%

FDIS5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$68most kept, FDIS

FDIS$76 − $8 = $68

YUNG$0 − $35 = −$35

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee