Compare · 3 funds side by side · dividends reinvested

FSTA, AIBF 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

FSTA, AIBF and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B1.4

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

iShares Future AI Beneficiaries ETFThematic · AI & semis0.40%0.00%[…][…][…][…][…][…]$256M3.0

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: FSTA 2013 · AIBF 2026 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$15,014

FSTA

AIBF

iShares Future AI Beneficiaries ETF · $256M[…]

$10,000 five years ago, dividends reinvested · they hold 22.9% in common

FSTAMeasureAIBF

+19.7%Year to dateJan 1 → Nov 6[…]

+21.8%1 yearTotal return[…]

+14.1%3 years · per year$10,000 became $14,837 · […][…]

+8.5%5 years · per year$10,000 became $15,014 · […][…]

0.08%Expense ratio$8 · $40 a year on $10k · lower is better0.40%

2.04%Trailing 12-mo yield$204 · $0 a year on $10k0.00%

−9.4%Worst dropSmaller is better[…]

15.3%VolatilityLower is calmer[…]

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

2–0FSTA wins

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

More Ways to See the Pairs

FSTA vs AIBF: Top 5 Holdings

Today

FSTA

50.5%in top 5

AIBF

in top 520.6%

FSTAStockAIBF

14.6%WMT4.6%

12.2%COST4.3%

9.9%PGnot top 5

9.4%KOnot top 5

4.5%PEPnot top 5

not top 5LLY4.2%

not top 5ABBV4.0%

not top 5JNJ3.5%

Held in common22.9%

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

FSTA vs AIBF Returns, Every Period

FidelityFSTA

+21.8%

past year

AIBFiShares

[…]

past year

Returns […]

FSTAAIBFFaded: behind in that period

0–0Level

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

FSTA vs XLF

YTD

FidelityFSTA

+19.7%

XLFSPDR

+5.7%

+19.7%Year to date+5.7%

−9.4%Worst drop · 1Y−14.8%

15.3%Volatility · 1Y15.3%

2.0%Yield1.4%

$1.5BAssets$55.5B

3–0FSTA wins

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

Cost, Income and Risk

Fees: FSTA, AIBF, XLF

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLF0.08%$8

AIBF0.40%$40

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

Yields: FSTA, AIBF, XLF

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

XLF1.44%$144

AIBF0.00%$0

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$144 − $8 = $136

AIBF$0 − $40 = −$40

KeptFee

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

Overlap: FSTA, AIBF, XLF

Today

22.9%most shared, FSTA and AIBF

FSTAAIBFXLF

FSTA—22.9%0.0%

AIBF22.9%—1.6%

XLF0.0%1.6%—

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

Return vs Bumpiness: 3 ETFs

+21.8%FSTA, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

FSTAWorst drop−9.4%15.3% vol

AIBFWorst drop[…][…]

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

Paid More vs Made More

YTD

FSTAXLF

+19.7%Year to date+5.7%

2.0%Yield1.4%

+21.8%Past year+10.4%

0.08%Fee0.08%

3–0FSTA 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