Compare · 2 funds side by side · dividends reinvested

FDIS and XLY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,888XLY · best of the two

02 / 04

FDIS and XLY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Discretionary Select Sector SPDR ETFSectors · Consumer0.08%0.76%+3.1%+1.9%+18.4%+5.2%−15.0%19.6%$22.7B1.4

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$1.6B1.5

Rank among the two1st → 2ndFee, 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: FDIS 2013 · XLY 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FDIS

XLY

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7B$12,888

$10,000 five years ago, dividends reinvested · they hold 75.3% in common

FDISMeasureXLY

+4.4%Year to dateJan 1 → Nov 4+3.1%

+3.1%1 yearTotal return+1.9%

+18.2%3 years · per year$10,000 became $16,516 · $16,616+18.4%

+5.0%5 years · per year$10,000 became $12,774 · $12,888+5.2%

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

0.73%Trailing 12-mo yield$73 · $76 a year on $10k0.76%

−15.5%Worst dropSmaller is better−15.0%

19.4%VolatilityLower is calmer19.6%

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

3–4XLY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs XLY: Top 5 Holdings

Today

FDIS

48.3%in top 5

XLY

in top 554.1%

FDISStockXLY

21.6%AMZN21.9%

16.7%TSLA18.4%

5.0%HD5.5%

2.8%MCD4.5%

2.3%TJX3.9%

Held in common75.3%

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

FDIS vs XLY Returns, Every Period

FidelityFDIS

+5.0%

5 years, per year

XLYSPDR

+5.2%

5 years, per year

FDISXLYFaded: behind in that period

2–2Level

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

FDIS vs XLY

YTD

FidelityFDIS

+4.4%

XLYSPDR

+3.1%

+4.4%Year to date+3.1%

−15.5%Worst drop · 1Y−15.0%

19.4%Volatility · 1Y19.6%

0.7%Yield0.8%

$1.6BAssets$22.7B

2–2level

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

Cost, Income and Risk

Fees: FDIS, XLY

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLY0.08%$8

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

Yields: FDIS, XLY

0.76%highest, XLY

FundTrailing yieldYield$10k

XLY0.76%$76

FDIS0.73%$73

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

Income After Fees on $10,000

$68most kept, XLY

XLY$76 − $8 = $68

FDIS$73 − $8 = $65

KeptFee

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

Overlap: FDIS, XLY

Today

75.3%most shared, FDIS and XLY

FDISXLY

FDIS—75.3%

XLY75.3%—

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

Return vs Bumpiness: 2 ETFs

+3.1%FDIS, at 19.4% volatility

FDISWorst drop−15.5%19.4% vol

XLYWorst drop−15.0%19.6% vol

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

Paid More vs Made More

YTD

XLYFDIS

+3.1%Year to date+4.4%

0.8%Yield0.7%

+1.9%Past year+3.1%

0.08%Fee0.08%

2–1FDIS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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