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$25,271XLE · 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%2.96%+33.2%+39.1%+19.6%+10.5%−6.9%11.8%$122B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.9

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−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 9, 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$14,951

FSTA

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

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

FSTAMeasureXLE

+19.5%Year to dateJan 1 → Nov 9+41.3%

+22.7%1 yearTotal return+44.3%

+13.5%3 years · per year$10,000 became $14,629 · $15,555+15.9%

+8.4%5 years · per year$10,000 became $14,951 · $25,271+20.4%

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

2.04%Trailing 12-mo yield$204 · $246 a year on $10k2.46%

−9.4%Worst dropSmaller is better−15.0%

15.3%VolatilityLower is calmer23.3%

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

2–5XLE 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 XLE: Top 5 Holdings

Today

FSTA

50.6%in top 5

XLE

in top 559.6%

FSTAStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

14.5%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.5%KOnot top 5

not top 5COP7.3%

4.5%PEPnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

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

FSTA vs XLE Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

XLESPDR

+20.4%

5 years, per year

FSTAXLEFaded: behind in that period

0–4XLE wins

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

Sector vs Income: FSTA vs SCHD

YTD

FidelityFSTA

+19.5%

SCHDSchwab

+33.2%

+19.5%Year to date+33.2%

−9.4%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.8%

2.0%Yield3.0%

$1.5BAssets$122B

4–0SCHD wins

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

Yields: FSTA, SCHD, XLE, XLF

2.96%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.96%$296

XLE2.46%$246

FSTA2.04%$204

XLF1.42%$142

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

Income After Fees on $10,000

$290most kept, SCHD

SCHD$296 − $6 = $290

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

XLF$142 − $8 = $134

KeptFee

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

Overlap: FSTA, SCHD, XLE, XLF

Today

20.3%most shared, FSTA and SCHD

FSTASCHDXLEXLF

FSTA—20.3%0.0%0.0%

SCHD20.3%—14.3%3.4%

XLE0.0%14.3%—0.0%

XLF0.0%3.4%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

SCHDWorst drop−6.9%11.8% 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 9, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+33.2%Year to date+41.3%

3.0%Yield2.5%

+39.1%Past year+44.3%

0.06%Fee0.08%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

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

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