Compare · 3 funds side by side · dividends reinvested

FSTA, IYC and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,690XLF · best of the three

02 / 04

FSTA, IYC and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.6

iShares U.S. Consumer Discretionary ETFSectors · Consumer0.37%0.50%+3.1%+4.9%+17.3%+5.1%−12.0%16.4%$1.7B2.8

Rank among the three1st → 3rdFee, 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 · IYC 2000 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

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

FSTAMeasureXLF

+19.5%Year to dateJan 1 → Nov 9+7.2%

+22.7%1 yearTotal return+12.4%

+13.5%3 years · per year$10,000 became $14,629 · $18,230+22.2%

+8.4%5 years · per year$10,000 became $14,951 · $15,690+9.4%

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

2.04%Trailing 12-mo yield$204 · $142 a year on $10k1.42%

−9.4%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer15.3%

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

4–2FSTA wins

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

More Ways to See the Pairs

FSTA vs XLF: Top 5 Holdings

Today

FSTA

50.6%in top 5

XLF

in top 543.8%

FSTAStockXLF

14.5%WMTnot top 5

not top 5BRK-B13.2%

12.2%COSTnot top 5

not top 5JPM11.1%

9.9%PGnot top 5

9.5%KOnot top 5

not top 5V9.0%

not top 5MA6.6%

4.5%PEPnot top 5

not top 5BAC4.0%

Held in common0.0%

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

FSTA vs XLF Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

FSTAXLFFaded: behind in that period

2–2Level

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

FSTA vs XLF

YTD

FidelityFSTA

+19.5%

XLFSPDR

+7.2%

+19.5%Year to date+7.2%

−9.4%Worst drop · 1Y−14.8%

15.3%Volatility · 1Y15.3%

2.0%Yield1.4%

$1.5BAssets$53.4B

3–0FSTA wins

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

Cost, Income and Risk

Fees: FSTA, IYC, XLF

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLF0.08%$8

IYC0.37%$37

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

Yields: FSTA, IYC, XLF

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

XLF1.42%$142

IYC0.50%$50

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$142 − $8 = $134

IYC$50 − $37 = $13

KeptFee

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

Overlap: FSTA, IYC, XLF

Today

11.6%most shared, FSTA and IYC

FSTAIYCXLF

FSTA—11.6%0.0%

IYC11.6%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+22.7%FSTA, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

FSTAWorst drop−9.4%15.3% vol

IYCWorst drop−12.0%16.4% vol

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

Paid More vs Made More

YTD

FSTAXLF

+19.5%Year to date+7.2%

2.0%Yield1.4%

+22.7%Past year+12.4%

0.08%Fee0.08%

3–0FSTA wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026