Compare · 4 funds side by side · dividends reinvested

FSTA, FDIS, XLE and XLV

FSTAFidelity×FDISFidelity×XLESPDR×XLVSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

FSTA, FDIS, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B1.9

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · FDIS 2013 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

FDIS

FSTA

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,951

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

FDISMeasureFSTA

+3.2%Year to dateJan 1 → Nov 9+19.5%

+5.0%1 yearTotal return+22.7%

+16.0%3 years · per year$10,000 became $15,592 · $14,629+13.5%

+4.1%5 years · per year$10,000 became $12,238 · $14,951+8.4%

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

0.74%Trailing 12-mo yield$74 · $204 a year on $10k2.04%

−15.5%Worst dropSmaller is better−9.4%

19.7%VolatilityLower is calmer15.3%

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

1–6FSTA wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDIS vs FSTA: Top 5 Holdings

Today

FDIS

47.7%in top 5

FSTA

in top 550.6%

FDISStockFSTA

22.3%AMZNnot top 5

15.0%TSLAnot top 5

not top 5WMT14.5%

not top 5COST12.2%

not top 5PG9.9%

not top 5KO9.5%

5.1%HDnot top 5

not top 5PEP4.5%

3.0%MCDnot top 5

2.3%TJXnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

FDIS vs FSTA Returns, Every Period

FidelityFDIS

+4.1%

5 years, per year

FSTAFidelity

+8.4%

5 years, per year

FDISFSTAFaded: behind in that period

1–3FSTA wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

FDIS vs XLE

YTD

FidelityFDIS

+3.2%

XLESPDR

+41.3%

+3.2%Year to date+41.3%

−15.5%Worst drop · 1Y−15.0%

19.7%Volatility · 1Y23.3%

0.7%Yield2.5%

$1.6BAssets$40.5B

3–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, FDIS, XLE, XLV

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

FDIS0.08%$8

XLE0.08%$8

XLV0.08%$8

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FSTA, FDIS, XLE, XLV

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FSTA2.04%$204

XLV1.35%$135

FDIS0.74%$74

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

XLV$135 − $8 = $127

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FSTA, FDIS, XLE, XLV

Today

0.0%most shared, FSTA and FDIS

FSTAFDISXLEXLV

FSTA—0.0%0.0%0.0%

FDIS0.0%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLV0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

FSTAWorst drop−9.4%15.3% vol

XLVWorst drop−10.5%16.9% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+41.3%Year to date+23.2%

2.5%Yield1.4%

+44.3%Past year+31.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026