Compare · 3 funds side by side · dividends reinvested

FNCL, VIG and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,164XLK · best of the three

02 / 04

FNCL, VIG and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+14.8%+12.2%+26.2%+16.2%−19.6%28.5%$108B2.0

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B2.3

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: FNCL 2013 · VIG 2006 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Financials Index ETF · $2.3B$15,379

FNCL

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

FNCLMeasureVIG

+5.2%Year to dateJan 1 → Nov 6+12.1%

+10.2%1 yearTotal return+14.3%

+23.1%3 years · per year$10,000 became $18,650 · $16,669+18.6%

+9.0%5 years · per year$10,000 became $15,379 · $16,243+10.2%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

1.60%Trailing 12-mo yield$160 · $150 a year on $10k1.50%

−14.8%Worst dropSmaller is better−7.9%

15.3%VolatilityLower is calmer10.8%

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

2–6VIG wins

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

More Ways to See the Pairs

FNCL vs VIG: Top 5 Holdings

Today

FNCL

36.2%in top 5

VIG

in top 522.1%

FNCLStockVIG

10.0%JPM3.9%

9.0%BRK-Bnot top 5

7.8%Vnot top 5

5.9%MAnot top 5

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

3.6%BACnot top 5

Held in common20.2%

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

FNCL vs VIG Returns, Every Period

FidelityFNCL

+9.0%

5 years, per year

VIGVanguard

+10.2%

5 years, per year

FNCLVIGFaded: behind in that period

1–3VIG wins

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

Sector vs Income: FNCL vs VIG

YTD

FidelityFNCL

+5.2%

VIGVanguard

+12.1%

+5.2%Year to date+12.1%

−14.8%Worst drop · 1Y−7.9%

15.3%Volatility · 1Y10.8%

1.6%Yield1.5%

$2.3BAssets$109B

3–1VIG wins

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

Cost, Income and Risk

Fees: FNCL, VIG, XLK

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FNCL0.08%$8

XLK0.08%$8

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

Yields: FNCL, VIG, XLK

1.60%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.60%$160

VIG1.50%$150

XLK0.51%$51

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

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

VIG$150 − $4 = $146

XLK$51 − $8 = $43

KeptFee

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

Overlap: FNCL, VIG, XLK

Today

26.3%most shared, VIG and XLK

FNCLVIGXLK

FNCL—20.2%0.0%

VIG20.2%—26.3%

XLK0.0%26.3%—

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

Return vs Bumpiness: 3 ETFs

+14.3%VIG, at 10.8% volatility

VIGWorst drop−7.9%10.8% vol

FNCLWorst drop−14.8%15.3% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

FNCLXLK

+5.2%Year to date+14.8%

1.6%Yield0.5%

+10.2%Past year+12.2%

0.08%Fee0.08%

2–1XLK 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

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

DGRO vs VIG

YTD

iSharesDGRO

+16.6%

VIGVanguard

+12.1%

+16.6%Year to date+12.1%

1.9%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 6, 2026