Compare · 2 funds side by side · dividends reinvested

FNCL and XLV

FNCLFidelity×XLVSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,379FNCL · best of the two

02 / 04

FNCL and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.60%+5.2%+10.2%+23.1%+9.0%−14.8%15.3%$2.3B1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$49.9B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FNCL 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FNCL

XLV

State Street Health Care Select Sector SPDR ETF · $49.9B$14,979

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

FNCLMeasureXLV

+5.2%Year to dateJan 1 → Nov 6+20.9%

+10.2%1 yearTotal return+29.0%

+23.1%3 years · per year$10,000 became $18,650 · $15,566+15.9%

+9.0%5 years · per year$10,000 became $15,379 · $14,979+8.4%

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

1.60%Trailing 12-mo yield$160 · $138 a year on $10k1.38%

−14.8%Worst dropSmaller is better−10.5%

15.3%VolatilityLower is calmer16.8%

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

4–3FNCL 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 XLV: Top 5 Holdings

Today

FNCL

36.2%in top 5

XLV

in top 544.4%

FNCLStockXLV

not top 5LLY16.3%

10.0%JPMnot top 5

not top 5JNJ9.8%

9.0%BRK-Bnot top 5

7.8%Vnot top 5

not top 5ABBV7.6%

5.9%MAnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

3.6%BACnot top 5

Held in common0.0%

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

FNCL vs XLV Returns, Every Period

FidelityFNCL

+9.0%

5 years, per year

XLVSPDR

+8.4%

5 years, per year

FNCLXLVFaded: behind in that period

2–2Level

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

FNCL vs XLV

YTD

FidelityFNCL

+5.2%

XLVSPDR

+20.9%

+5.2%Year to date+20.9%

−14.8%Worst drop · 1Y−10.5%

15.3%Volatility · 1Y16.8%

1.6%Yield1.4%

$2.3BAssets$49.9B

2–2level

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

Cost, Income and Risk

Fees: FNCL, XLV

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLV0.08%$8

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

Yields: FNCL, XLV

1.60%highest, FNCL

FundTrailing yieldYield$10k

FNCL1.60%$160

XLV1.38%$138

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

Income After Fees on $10,000

$152most kept, FNCL

FNCL$160 − $8 = $152

XLV$138 − $8 = $130

KeptFee

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

Overlap: FNCL, XLV

Today

0.0%most shared, FNCL and XLV

FNCLXLV

FNCL—0.0%

XLV0.0%—

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

Return vs Bumpiness: 2 ETFs

+29.0%XLV, at 16.8% volatility

FNCLWorst drop−14.8%15.3% vol

XLVWorst drop−10.5%16.8% vol

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

Paid More vs Made More

YTD

FNCLXLV

+5.2%Year to date+20.9%

1.6%Yield1.4%

+10.2%Past year+29.0%

0.08%Fee0.08%

2–1XLV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026