YUNG vs FDIS

AYUNG

BFDIS

Measures won0–2FDIS wins · of 6 · 5Y

$10,000 · 5Y$21,984XLK · FDIS $12,238

Lowest cost0.08%FDIS · $8 on $10k

Most income0.74%FDIS · $74 on $10k

Smallest drop−15.5%FDIS · 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[…] · $15,592+16.0%

[…]5 years · per year[…] · $12,238+4.1%

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

0.00%12-mo yield$0 · $74 on $10k0.74%

[…]Worst dropSmaller wins−15.5%

[…]VolatilityLower wins19.7%

0–2FDIS wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsYUNG · FDIS

3.7%BKNG1.9%

4.0%MAR1.4%

3.8%HLT1.3%

1.3%SCI0.2%

Held in common6.0%

End-of-day Nov 9, 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	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B
3	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk	0.35%	0.00%	+1.8%	new	new	new	new	[…]	$1M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	XLK	State Street Technology Select Sector SPDR ETFRead Desk	0.08%	0.49%	+3.7%	+19.1%	+18.8%	+27.0%	+17.1%	−19.6%	$109.6B
2	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B
3	AYUNG	Corgi ETF Trust I - Longevity Consumer ETFRead Desk	0.35%	0.00%	+1.8%	new	new	new	new	[…]	$1M

End-of-day Nov 9, 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

$12,238

MeasureYUNGFDIS

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield0.00%0.74%

5 years, per year[…]+4.1%

3 years, per year[…]+16.0%

Worst drop · 1Y[…]−15.5%

Volatility · 1Y[…]19.7%

2–0measures won
FDIS first

6.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: YUNG, FDIS, XLK

Today

6.0%most shared, YUNG and FDIS

YUNGFDISXLK

YUNG—6.0%0.0%

FDIS6.0%—0.0%

XLK0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$66most kept, FDIS

FDIS$74 − $8 = $66

XLK$49 − $8 = $41

YUNG$0 − $35 = −$35

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee