Compare · 3 funds side by side · dividends reinvested

FDIS, XLF and VNQ

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,765XLF · best of the three

Story of the three · IncomeMost incomeVNQ · 3.51% · $351 a year on $10k

Story of the three · RiskSmallest drop

FDIS, XLF and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$53.6B1.5

Vanguard Real Estate ETFSectors · Real estate0.13%3.51%+12.7%+11.7%+12.6%+1.3%−11.4%14.2%$35.9B1.9

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+3.2%+15.3%+3.8%−15.5%19.7%$1.6B2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: FDIS 2013 · XLF 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,076

FDIS

XLF

State Street Financial Select Sector SPDR ETF · $53.6B$15,765

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

FDIS

More Ways to See the Pairs

FDIS vs XLF: Top 5 Holdings

Today

FDIS

48.3%in top 5

XLF

in top 543.6%

FDISStockXLF

22.6%AMZNnot top 5

15.4%TSLAnot top 5

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.8%

Cost, Income and Risk

Fees: FDIS, XLF, VNQ

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

VNQ0.13%$13

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: FDIS, XLF, VNQ

Popular Pairs Near These Three

VNQ vs SCHH

YTD

VanguardVNQ

+12.7%

SCHHSchwab

+16.3%

+12.7%Year to date+16.3%

3.5%Yield2.8%

$35.9BAssets$11.9B

1–1level

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

XLF

+3.1%Year to dateJan 1 → Nov 11+8.4%

+3.2%1 yearTotal return+12.4%

+15.3%3 years · per year$10,000 became $15,335 · $18,242+22.2%

+3.8%5 years · per year$10,000 became $12,076 · $15,765+9.5%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

0.74%Trailing 12-mo yield$74 · $141 a year on $10k1.41%

−15.5%Worst dropSmaller is better−14.8%

19.7%VolatilityLower is calmer15.3%

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

0–7XLF wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA6.5%

5.1%HDnot top 5

not top 5BAC4.0%

2.9%MCDnot top 5

2.2%TJXnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

FDIS vs XLF Returns, Every Period

5Y

FidelityFDIS

+3.8%

5 years, per year

XLFSPDR

+9.5%

5 years, per year

FDISXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

FDIS vs VNQ

YTD

FidelityFDIS

+3.1%

VNQVanguard

+12.7%

+3.1%Year to date+12.7%

−15.5%Worst drop · 1Y−11.4%

19.7%Volatility · 1Y14.2%

0.7%Yield3.5%

$1.6BAssets$35.9B

4–0VNQ wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

3.51%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.51%$351

XLF1.41%$141

FDIS0.74%$74

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$338most kept, VNQ

VNQ$351 − $13 = $338

XLF$141 − $8 = $133

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: FDIS, XLF, VNQ

Today

0.0%most shared, FDIS and XLF

FDISXLFVNQ

FDIS—0.0%0.0%

XLF0.0%—0.0%

VNQ0.0%0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.4%XLF, at 15.3% volatility

VNQWorst drop−11.4%14.2% vol

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

VNQXLF

+12.7%Year to date+8.4%

3.5%Yield1.4%

+11.7%Past year+12.4%

0.13%Fee0.08%

2–2level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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FDIS, XLF and VNQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three