Compare · 3 funds side by side · dividends reinvested

EMC, FDIS and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,652XLV · best of the three

02 / 04

EMC, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$1.6B2.1

Global X - Emerging Markets Great Consumer ETFSectors · Consumer0.65%0.61%+11.9%+9.7%+14.9%[…]−14.1%26.0%$53M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: EMC 2010 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Global X - Emerging Markets Great Consumer ETF · $53M[…]

EMC

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,774

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

EMCMeasureFDIS

+11.9%Year to dateJan 1 → Nov 4+4.4%

+9.7%1 yearTotal return+3.1%

+14.9%3 years · per year$10,000 became $15,188 · $16,516+18.2%

[…]5 years · per year$10,000 became […] · $12,774+5.0%

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

0.61%Trailing 12-mo yield$61 · $73 a year on $10k0.73%

−14.1%Worst dropSmaller is better−15.5%

26.0%VolatilityLower is calmer19.4%

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

3–4FDIS wins

End-of-day Nov 4, 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

32.7%in top 5

FDIS

in top 548.3%

EMCStockFDIS

not top 5AMZN21.6%

not top 5TSLA16.7%

14.3%2330.TWnot top 5

7.0%SMSN.ILnot top 5

not top 5HD5.0%

4.1%000660.Knot top 5

3.6%2454.TWnot top 5

3.6%0700.HKnot top 5

not top 5MCD2.8%

not top 5TJX2.3%

Held in common0.5%

End-of-day Nov 4, 2026 · share of each fund

EMC vs FDIS Returns, Every Period

Global XEMC

+9.7%

past year

FDISFidelity

+3.1%

past year

EMCFDISFaded: behind in that period

2–1EMC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

EMC vs XLV

YTD

Global XEMC

+11.9%

XLVSPDR

+24.0%

+11.9%Year to date+24.0%

−14.1%Worst drop · 1Y−10.5%

26.0%Volatility · 1Y16.6%

0.6%Yield1.3%

$52.9MAssets$49.1B

4–0XLV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: EMC, FDIS, XLV

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLV0.08%$8

EMC0.65%$65

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: EMC, FDIS, XLV

1.34%highest, XLV

FundTrailing yieldYield$10k

XLV1.34%$134

FDIS0.73%$73

EMC0.61%$61

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, XLV

XLV$134 − $8 = $126

FDIS$73 − $8 = $65

EMC$61 − $65 = −$4

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: EMC, FDIS, XLV

Today

0.5%most shared, EMC and FDIS

EMCFDISXLV

EMC—0.5%0.0%

FDIS0.5%—0.0%

XLV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.5%XLV, at 16.6% volatility

XLVWorst drop−10.5%16.6% vol

FDISWorst drop−15.5%19.4% vol

EMCWorst drop−14.1%26.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLVEMC

+24.0%Year to date+11.9%

1.3%Yield0.6%

+33.5%Past year+9.7%

0.08%Fee0.65%

4–0XLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026