Compare · 3 funds side by side · dividends reinvested

FSTA, SCHD and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomeSCHD · 2.93% · $293 a year on $10k

Story of the three · RiskSmallest drop

FSTA, SCHD and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Dividend Equity ETFIncome · Dividend stocks0.06%2.93%+34.2%+36.8%+19.9%+10.4%−6.9%11.7%$124B1.4

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.9

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.03%+19.8%+20.6%+13.4%+8.1%−9.4%15.3%$1.5B2.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: FSTA 2013 · SCHD 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Schwab U.S. Dividend Equity ETF · $124B$16,429

SCHD

XLE

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

$10,000 five years ago, dividends reinvested · they hold 14.3% in common

SCHD

More Ways to See the Pairs

SCHD vs XLE: Top 5 Holdings

Today

SCHD

21.7%in top 5

XLE

in top 558.8%

SCHDStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

4.7%TXNnot top 5

not top 5MPC4.7%

Cost, Income and Risk

Fees: FSTA, SCHD, XLE

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSTA0.08%$8

XLE0.08%$8

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FSTA, SCHD, XLE

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

XLE

+34.2%Year to dateJan 1 → Nov 12+46.7%

+36.8%1 yearTotal return+44.6%

+19.9%3 years · per year$10,000 became $17,257 · $16,880+19.1%

+10.4%5 years · per year$10,000 became $16,429 · $26,671+21.7%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

2.93%Trailing 12-mo yield$293 · $237 a year on $10k2.37%

−6.9%Worst dropSmaller is better−15.0%

11.7%VolatilityLower is calmer23.4%

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

5–3SCHD wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PSX4.6%

4.4%PGnot top 5

4.3%KOnot top 5

4.3%HDnot top 5

4.1%AMGNnot top 5

Held in common14.3%

End-of-day Nov 12, 2026 · share of each fund

SCHD vs XLE Returns, Every Period

5Y

SchwabSCHD

+10.4%

5 years, per year

XLESPDR

+21.7%

5 years, per year

SCHDXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Income vs Sector: SCHD vs XLE

YTD

SchwabSCHD

+34.2%

XLESPDR

+46.7%

+34.2%Year to date+46.7%

−6.9%Worst drop · 1Y−15.0%

11.7%Volatility · 1Y23.4%

2.9%Yield2.4%

$124BAssets$41.6B

3–1SCHD wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

XLE2.37%$237

FSTA2.03%$203

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

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

XLE$237 − $8 = $229

FSTA$203 − $8 = $195

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FSTA, SCHD, XLE

Today

20.2%most shared, FSTA and SCHD

FSTASCHDXLE

FSTA—20.2%0.0%

SCHD20.2%—14.3%

XLE0.0%14.3%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

SCHDWorst drop−6.9%11.7% vol

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDXLE

+34.2%Year to date+46.7%

2.9%Yield2.4%

+36.8%Past year+44.6%

0.06%Fee0.08%

2–2level

End-of-day Nov 12, 2026

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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FSTA, SCHD and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three