Compare · 4 funds side by side · dividends reinvested

FSTA, SCHD, XLE and XLF

FSTAFidelity×SCHDSchwab×XLESPDR×XLFSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

FSTA, SCHD, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%3.00%+31.4%+37.0%+20.0%+10.2%−6.9%11.7%$120B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B2.9

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B3.0

Rank among the four1st → 4thFee, 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 · SCHD 2011 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

SCHD

Schwab U.S. Dividend Equity ETF · $120B$16,267

$10,000 five years ago, dividends reinvested · they hold 20.4% in common

FSTAMeasureSCHD

+19.7%Year to dateJan 1 → Nov 6+31.4%

+21.8%1 yearTotal return+37.0%

+14.1%3 years · per year$10,000 became $14,837 · $17,266+20.0%

+8.5%5 years · per year$10,000 became $15,014 · $16,267+10.2%

0.08%Expense ratio$8 · $6 a year on $10k · lower is better0.06%

2.04%Trailing 12-mo yield$204 · $300 a year on $10k3.00%

−9.4%Worst dropSmaller is better−6.9%

15.3%VolatilityLower is calmer11.7%

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

0–8SCHD 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 SCHD: Top 5 Holdings

Today

FSTA

50.5%in top 5

SCHD

in top 521.4%

FSTAStockSCHD

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PG4.5%

9.4%KO4.3%

4.5%PEPnot top 5

not top 5HD4.3%

not top 5TXN4.3%

not top 5AMGN4.1%

Held in common20.4%

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

FSTA vs SCHD Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SCHDSchwab

+10.2%

5 years, per year

FSTASCHDFaded: behind in that period

0–4SCHD wins

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

Sector vs Income: FSTA vs SCHD

YTD

FidelityFSTA

+19.7%

SCHDSchwab

+31.4%

+19.7%Year to date+31.4%

−9.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.7%

2.0%Yield3.0%

$1.5BAssets$120B

4–0SCHD wins

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

Cost, Income and Risk

Fees: FSTA, SCHD, XLE, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSTA0.08%$8

XLE0.08%$8

XLF0.08%$8

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

Yields: FSTA, SCHD, XLE, XLF

3.00%highest, SCHD

FundTrailing yieldYield$10k

SCHD3.00%$300

XLE2.47%$247

FSTA2.04%$204

XLF1.44%$144

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

Income After Fees on $10,000

$294most kept, SCHD

SCHD$300 − $6 = $294

XLE$247 − $8 = $239

FSTA$204 − $8 = $196

XLF$144 − $8 = $136

KeptFee

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

Overlap: FSTA, SCHD, XLE, XLF

Today

20.4%most shared, FSTA and SCHD

FSTASCHDXLEXLF

FSTA—20.4%0.0%0.0%

SCHD20.4%—14.2%3.4%

XLE0.0%14.2%—0.0%

XLF0.0%3.4%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

SCHDWorst drop−6.9%11.7% vol

XLFWorst drop−14.8%15.3% vol

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

SCHDXLE

+31.4%Year to date+40.6%

3.0%Yield2.5%

+37.0%Past year+45.0%

0.06%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE 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