Compare · 3 funds side by side · dividends reinvested

FDIS, XLP and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

FDIS, XLP and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.44%+18.2%+21.9%+13.0%+7.6%−9.7%15.7%$15.3B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.5

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: FDIS 2013 · XLP 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FDIS

XLP

State Street Consumer Staples Select Sector SPDR ETF · $15.3B$14,429

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

FDISMeasureXLP

+0.1%Year to dateJan 1 → Nov 6+18.2%

−0.6%1 yearTotal return+21.9%

+15.8%3 years · per year$10,000 became $15,537 · $14,410+13.0%

+3.9%5 years · per year$10,000 became $12,079 · $14,429+7.6%

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

0.76%Trailing 12-mo yield$76 · $244 a year on $10k2.44%

−15.5%Worst dropSmaller is better−9.7%

19.7%VolatilityLower is calmer15.7%

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

1–6XLP wins

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

More Ways to See the Pairs

FDIS vs XLP: Top 5 Holdings

Today

FDIS

47.2%in top 5

XLP

in top 542.2%

FDISStockXLP

22.4%AMZNnot top 5

14.4%TSLAnot top 5

not top 5WMT11.4%

not top 5COST9.4%

not top 5PG7.7%

not top 5KO7.4%

not top 5PM6.3%

5.2%HDnot top 5

3.0%MCDnot top 5

2.3%TJXnot top 5

Held in common0.0%

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

FDIS vs XLP Returns, Every Period

FidelityFDIS

+3.9%

5 years, per year

XLPSPDR

+7.6%

5 years, per year

FDISXLPFaded: behind in that period

1–3XLP wins

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

FDIS vs XLP

YTD

FidelityFDIS

+0.1%

XLPSPDR

+18.2%

+0.1%Year to date+18.2%

−15.5%Worst drop · 1Y−9.7%

19.7%Volatility · 1Y15.7%

0.8%Yield2.4%

$1.6BAssets$15.3B

4–0XLP wins

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

Cost, Income and Risk

Fees: FDIS, XLP, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLP0.08%$8

XLF0.08%$8

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

Yields: FDIS, XLP, XLF

2.44%highest, XLP

FundTrailing yieldYield$10k

XLP2.44%$244

XLF1.44%$144

FDIS0.76%$76

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

Income After Fees on $10,000

$236most kept, XLP

XLP$244 − $8 = $236

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

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

Overlap: FDIS, XLP, XLF

Today

0.0%most shared, FDIS and XLP

FDISXLPXLF

FDIS—0.0%0.0%

XLP0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.9%XLP, at 15.7% volatility

XLFWorst drop−14.8%15.3% vol

XLPWorst drop−9.7%15.7% vol

FDISWorst drop−15.5%19.7% vol

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

Paid More vs Made More

YTD

XLPXLF

+18.2%Year to date+5.7%

2.4%Yield1.4%

+21.9%Past year+10.4%

0.08%Fee0.08%

3–0XLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026