Compare · 3 funds side by side · dividends reinvested

FSTA, FDIS and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

FSTA, FDIS 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%$1.5B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.5

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.3%+0.9%+16.3%+3.9%−15.5%19.7%$1.6B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FSTA 2013 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Financial Select Sector SPDR ETF · $55.5B$15,503

XLF

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,115

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

XLFMeasureFDIS

+6.3%Year to dateJan 1 → Nov 5+0.3%

+11.4%1 yearTotal return+0.9%

+23.0%3 years · per year$10,000 became $18,620 · $15,748+16.3%

+9.2%5 years · per year$10,000 became $15,503 · $12,115+3.9%

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

1.44%Trailing 12-mo yield$144 · $76 a year on $10k0.76%

−14.8%Worst dropSmaller is better−15.5%

15.3%VolatilityLower is calmer19.7%

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

7–0XLF wins

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

More Ways to See the Pairs

XLF vs FDIS: Top 5 Holdings

Today

XLF

43.7%in top 5

FDIS

in top 547.7%

XLFStockFDIS

not top 5AMZN22.0%

not top 5TSLA15.5%

12.9%BRK-Bnot top 5

11.2%JPMnot top 5

8.9%Vnot top 5

6.5%MAnot top 5

not top 5HD5.1%

4.0%BACnot top 5

not top 5MCD2.9%

not top 5TJX2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLF vs FDIS Returns, Every Period

SPDRXLF

+9.2%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

XLFFDISFaded: behind in that period

4–0XLF wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLF vs FSTA

YTD

SPDRXLF

+6.3%

FSTAFidelity

+19.7%

+6.3%Year to date+19.7%

−14.8%Worst drop · 1Y−9.4%

15.3%Volatility · 1Y15.3%

1.4%Yield2.0%

$55.5BAssets$1.5B

3–0FSTA wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, FDIS, XLF

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

FDIS0.08%$8

XLF0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSTA, FDIS, XLF

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

XLF1.44%$144

FDIS0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSTA, FDIS, XLF

Today

0.0%most shared, FSTA and FDIS

FSTAFDISXLF

FSTA—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 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

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

FSTAXLF

+19.7%Year to date+6.3%

2.0%Yield1.4%

+21.8%Past year+11.4%

0.08%Fee0.08%

3–0FSTA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026