Compare · 3 funds side by side · dividends reinvested

EMC, FDIS and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

EMC, FDIS and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.0

Global X - Emerging Markets Great Consumer ETFSectors · Consumer0.65%0.64%+7.2%+6.4%+13.3%[…]−18.0%26.7%$52M2.7

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: EMC 2010 · FDIS 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Emerging Markets Great Consumer ETF · $52M[…]

EMC

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

EMCMeasureFDIS

+7.2%Year to dateJan 1 → Nov 6+0.1%

+6.4%1 yearTotal return−0.6%

+13.3%3 years · per year$10,000 became $14,555 · $15,537+15.8%

[…]5 years · per year$10,000 became […] · $12,079+3.9%

0.65%Expense ratio$65 · $8 a year on $10k · lower is better0.08%

0.64%Trailing 12-mo yield$64 · $76 a year on $10k0.76%

−18.0%Worst dropSmaller is better−15.5%

26.7%VolatilityLower is calmer19.7%

EMCFDIS Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5FDIS wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

EMC vs FDIS: Top 5 Holdings

Today

EMC

31.8%in top 5

FDIS

in top 547.2%

EMCStockFDIS

not top 5AMZN22.4%

not top 5TSLA14.4%

14.0%2330.TWnot top 5

6.1%SMSN.ILnot top 5

not top 5HD5.2%

4.0%9988.HKnot top 5

3.9%0700.HKnot top 5

3.7%000660.Knot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.5%

End-of-day Nov 6, 2026 · share of each fund

EMC vs FDIS Returns, Every Period

Global XEMC

+6.4%

past year

FDISFidelity

−0.6%

past year

EMCFDISFaded: behind in that period

2–1EMC wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

EMC vs XLE

YTD

Global XEMC

+7.2%

XLESPDR

+40.6%

+7.2%Year to date+40.6%

−18.0%Worst drop · 1Y−15.0%

26.7%Volatility · 1Y23.3%

0.6%Yield2.5%

$52.4MAssets$42.0B

4–0XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMC, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

EMC0.65%$65

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: EMC, FDIS, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIS0.76%$76

EMC0.64%$64

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIS$76 − $8 = $68

EMC$64 − $65 = −$1

KeptFee

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

Overlap: EMC, FDIS, XLE

Today

0.5%most shared, EMC and FDIS

EMCFDISXLE

EMC—0.5%0.0%

FDIS0.5%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

EMCWorst drop−18.0%26.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEEMC

+40.6%Year to date+7.2%

2.5%Yield0.6%

+45.0%Past year+6.4%

0.08%Fee0.65%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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