YUNG vs FDIS

AYUNG

BFDIS

Measures won0–2FDIS wins · of 6 · 5Y

$10,000 · 5Y$15,474XLF · FDIS $12,079

Lowest cost0.08%FDIS · $8 on $10k

Most income1.44%XLF · $144 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common6.0%YUNG and FDIS

YUNG

FDIS

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

[…]3 years · per year[…] · $15,537+15.8%

[…]5 years · per year[…] · $12,079+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 yearsAll three, one scale

Shared top holdingsYUNG · FDIS

3.9%BKNG2.0%

4.0%MAR1.4%

3.8%HLT1.3%

1.3%SCI0.2%

Held in common6.0%

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
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
3	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk	0.35%	0.00%	−0.2%	new	new	new	new	[…]	$1M

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

All Three

5Y3 funds

#
1	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−0.6%	+5.7%	+10.4%	+22.5%	+9.1%	−14.8%	$55.5B
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
3	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk	0.35%	0.00%	−0.2%	new	new	new	new	[…]	$1M

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

YUNG vs FDIS

YUNG

Corgi ETF Trust I - Longevity Consumer

[…]

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

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[…]+15.8%

Worst drop · 1Y[…]−15.5%

Volatility · 1Y[…]19.7%

2–0measures won
FDIS first

6.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: YUNG, FDIS, XLF

Today

6.0%most shared, YUNG and FDIS

YUNGFDISXLF

YUNG—6.0%0.0%

FDIS6.0%—0.0%

XLF0.0%0.0%—

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

YUNG$0 − $35 = −$35

KeptFee

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