Compare · 4 funds side by side · dividends reinvested

FSTA, SMH, XLE and SOXX

FSTAFidelity×SMHVanEck×XLESPDR×SOXXiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$33,824SMH · best of the four

02 / 04

FSTA, SMH, XLE and SOXX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.8

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$57.7B2.8

iShares Semiconductor ETFThematic · AI & semis0.33%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B2.8

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: FSTA 2013 · SMH 2011 · XLE 1998 · SOXX 2001

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

SMH

VanEck Semiconductor ETF · $57.7B$33,824

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

FSTAMeasureSMH

+19.7%Year to dateJan 1 → Nov 5+24.3%

+21.8%1 yearTotal return+27.3%

+14.1%3 years · per year$10,000 became $14,837 · $32,662+48.4%

+8.5%5 years · per year$10,000 became $15,014 · $33,824+27.6%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.04%Trailing 12-mo yield$204 · $25 a year on $10k0.25%

−9.4%Worst dropSmaller is better−33.1%

15.3%VolatilityLower is calmer42.8%

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

4–4Level

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

More Ways to See the Pairs

FSTA vs SMH: Top 5 Holdings

Today

FSTA

50.2%in top 5

SMH

in top 547.4%

FSTAStockSMH

not top 5NVDA20.5%

14.7%WMTnot top 5

11.9%COSTnot top 5

9.8%PGnot top 5

not top 5TSM9.7%

9.3%KOnot top 5

not top 5TXN6.1%

not top 5AVGO5.8%

not top 5AMD5.4%

4.4%PEPnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FSTA vs SMH Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SMHVanEck

+27.6%

5 years, per year

FSTASMHFaded: behind in that period

0–4SMH wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FSTA vs XLE

YTD

FidelityFSTA

+19.7%

XLESPDR

+40.6%

+19.7%Year to date+40.6%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

2.0%Yield2.5%

$1.5BAssets$42.0B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SMH, XLE, SOXX

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLE0.08%$8

SOXX0.33%$33

SMH0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: FSTA, SMH, XLE, SOXX

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FSTA2.04%$204

SOXX0.78%$78

SMH0.25%$25

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FSTA$204 − $8 = $196

SOXX$78 − $33 = $45

SMH$25 − $35 = −$10

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: FSTA, SMH, XLE, SOXX

Today

69.8%most shared, SMH and SOXX

FSTASMHXLESOXX

FSTA—0.0%0.0%0.0%

SMH0.0%—0.0%69.8%

XLE0.0%0.0%—0.0%

SOXX0.0%69.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.4%XLE, at 23.3% volatility

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%42.8% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLESOXX

+40.6%Year to date+31.6%

2.5%Yield0.8%

+45.4%Past year+34.0%

0.08%Fee0.33%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026