Compare · 3 funds side by side · dividends reinvested

FDIS, XLF and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,984XLK · best of the three

02 / 04

FDIS, XLF and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.5

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B1.8

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: FDIS 2013 · XLF 1998 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

FDIS

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

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

FDISMeasureXLF

+3.2%Year to dateJan 1 → Nov 9+7.2%

+5.0%1 yearTotal return+12.4%

+16.0%3 years · per year$10,000 became $15,592 · $18,230+22.2%

+4.1%5 years · per year$10,000 became $12,238 · $15,690+9.4%

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

0.74%Trailing 12-mo yield$74 · $142 a year on $10k1.42%

−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 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs XLF: Top 5 Holdings

Today

FDIS

47.7%in top 5

XLF

in top 543.8%

FDISStockXLF

22.3%AMZNnot top 5

15.0%TSLAnot top 5

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

not top 5MA6.6%

5.1%HDnot top 5

not top 5BAC4.0%

3.0%MCDnot top 5

2.3%TJXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDIS vs XLF Returns, Every Period

FidelityFDIS

+4.1%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

FDISXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDIS vs XLF

YTD

FidelityFDIS

+3.2%

XLFSPDR

+7.2%

+3.2%Year to date+7.2%

−15.5%Worst drop · 1Y−14.8%

19.7%Volatility · 1Y15.3%

0.7%Yield1.4%

$1.6BAssets$53.4B

4–0XLF wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDIS, XLF, XLK

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

XLK0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FDIS, XLF, XLK

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

FDIS0.74%$74

XLK0.49%$49

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$134most kept, XLF

XLF$142 − $8 = $134

FDIS$74 − $8 = $66

XLK$49 − $8 = $41

KeptFee

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

Overlap: FDIS, XLF, XLK

Today

0.0%most shared, FDIS and XLF

FDISXLFXLK

FDIS—0.0%0.0%

XLF0.0%—0.0%

XLK0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+18.8%XLK, at 28.6% volatility

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

XLKWorst drop−19.6%28.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLFXLK

+7.2%Year to date+19.1%

1.4%Yield0.5%

+12.4%Past year+18.8%

0.08%Fee0.08%

2–1XLK wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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%

$122BAssets$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