Compare · 2 funds side by side · dividends reinvested

FIDU and XLF

FIDUFidelity×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,532FIDU · best of the two

02 / 04

FIDU and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B1.4

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.92%+9.5%+9.4%+21.6%+11.9%−12.4%18.4%$2.3B1.5

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: FIDU 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Industrials Index ETF · $2.3B$17,532

FIDU

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

FIDUMeasureXLF

+9.5%Year to dateJan 1 → Nov 4+9.4%

+9.4%1 yearTotal return+15.3%

+21.6%3 years · per year$10,000 became $17,986 · $19,384+24.7%

+11.9%5 years · per year$10,000 became $17,532 · $16,157+10.1%

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

0.92%Trailing 12-mo yield$92 · $140 a year on $10k1.40%

−12.4%Worst dropSmaller is better−14.8%

18.4%VolatilityLower is calmer15.0%

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

3–4XLF wins

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

More Ways to See the Pairs

FIDU vs XLF: Top 5 Holdings

Today

FIDU

19.6%in top 5

XLF

in top 543.4%

FIDUStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

4.9%GEnot top 5

4.3%CATnot top 5

4.1%RTXnot top 5

not top 5BAC4.0%

3.7%GEVnot top 5

2.7%UNPnot top 5

Held in common0.0%

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

FIDU vs XLF Returns, Every Period

FidelityFIDU

+11.9%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

FIDUXLFFaded: behind in that period

2–2Level

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

FIDU vs XLF

YTD

FidelityFIDU

+9.5%

XLFSPDR

+9.4%

+9.5%Year to date+9.4%

−12.4%Worst drop · 1Y−14.8%

18.4%Volatility · 1Y15.0%

0.9%Yield1.4%

$2.3BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: FIDU, XLF

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

XLF0.08%$8

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

Yields: FIDU, XLF

1.40%highest, XLF

FundTrailing yieldYield$10k

XLF1.40%$140

FIDU0.92%$92

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

Income After Fees on $10,000

$132most kept, XLF

XLF$140 − $8 = $132

FIDU$92 − $8 = $84

KeptFee

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

Overlap: FIDU, XLF

Today

0.0%most shared, FIDU and XLF

FIDUXLF

FIDU—0.0%

XLF0.0%—

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

Return vs Bumpiness: 2 ETFs

+15.3%XLF, at 15.0% volatility

XLFWorst drop−14.8%15.0% vol

FIDUWorst drop−12.4%18.4% vol

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

Paid More vs Made More

YTD

XLFFIDU

+9.4%Year to date+9.5%

1.4%Yield0.9%

+15.3%Past year+9.4%

0.08%Fee0.08%

2–1XLF 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