Compare · 3 funds side by side · dividends reinvested

FSTA, SCHD and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,429SCHD · 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 XLF, 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%$124B1.1

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.03%+19.8%+20.6%+13.4%+8.1%−9.4%15.3%$1.5B2.3

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: FSTA 2013 · SCHD 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $54.2B$15,861

XLF

FSTA

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,841

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

XLF

More Ways to See the Pairs

XLF vs FSTA: Top 5 Holdings

Today

XLF

43.6%in top 5

FSTA

in top 550.6%

XLFStockFSTA

not top 5WMT14.3%

13.3%BRK-Bnot top 5

not top 5COST12.4%

11.1%JPMnot top 5

not top 5PG9.9%

Cost, Income and Risk

Fees: FSTA, SCHD, XLF

Today

0.06%lowest, SCHD

FundExpense ratioFee$10k

SCHD0.06%$6

FSTA0.08%$8

XLF0.08%$8

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FSTA, SCHD, XLF

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 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

FSTA

+7.6%Year to dateJan 1 → Nov 13+19.8%

+11.1%1 yearTotal return+20.6%

+22.0%3 years · per year$10,000 became $18,140 · $14,569+13.4%

+9.7%5 years · per year$10,000 became $15,861 · $14,747+8.1%

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

1.42%Trailing 12-mo yield$142 · $203 a year on $10k2.03%

−14.8%Worst dropSmaller is better−9.4%

15.3%VolatilityLower is calmer15.3%

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

2–4FSTA wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5KO9.5%

8.8%Vnot top 5

6.5%MAnot top 5

not top 5PEP4.5%

4.0%BACnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

XLF vs FSTA Returns, Every Period

5Y

SPDRXLF

+9.7%

5 years, per year

FSTAFidelity

+8.1%

5 years, per year

XLFFSTAFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Sector vs Income: XLF vs SCHD

YTD

SPDRXLF

+7.6%

SCHDSchwab

+34.2%

+7.6%Year to date+34.2%

−14.8%Worst drop · 1Y−6.9%

15.3%Volatility · 1Y11.7%

1.4%Yield2.9%

$54.2BAssets$124B

4–0SCHD wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.93%highest, SCHD

FundTrailing yieldYield$10k

SCHD2.93%$293

FSTA2.03%$203

XLF1.42%$142

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$287most kept, SCHD

SCHD$293 − $6 = $287

FSTA$203 − $8 = $195

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FSTA, SCHD, XLF

Today

20.2%most shared, FSTA and SCHD

FSTASCHDXLF

FSTA—20.2%0.0%

SCHD20.2%—3.4%

XLF0.0%3.4%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+36.8%SCHD, at 11.7% volatility

SCHDWorst drop−6.9%11.7% vol

FSTAWorst drop−9.4%15.3% vol

XLFWorst drop−14.8%15.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCHDFSTA

+34.2%Year to date+19.8%

2.9%Yield2.0%

+36.8%Past year+20.6%

0.06%Fee0.08%

4–0SCHD wins

End-of-day Nov 13, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 13, 2026

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FSTA, SCHD and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three