Compare · 3 funds side by side · dividends reinvested

FSTA, SMH and XLE

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

02 / 04

FSTA, SMH and XLE, 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%$44.1B1.5

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.4B2.1

VanEck Semiconductor ETFThematic · AI & semis0.35%0.25%+24.3%+27.3%+48.4%+27.6%−33.1%42.8%$65.4B2.3

Rank among the three1st → 3rdFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

XLE

FSTA

Fidelity MSCI Consumer Staples Index ETF · $1.4B$15,014

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

XLEMeasureFSTA

+40.6%Year to dateJan 1 → Nov 5+19.7%

+45.4%1 yearTotal return+21.8%

+16.7%3 years · per year$10,000 became $15,905 · $14,837+14.1%

+20.5%5 years · per year$10,000 became $25,404 · $15,014+8.5%

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

2.47%Trailing 12-mo yield$247 · $204 a year on $10k2.04%

−15.0%Worst dropSmaller is better−9.4%

23.3%VolatilityLower is calmer15.3%

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

5–2XLE wins

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

More Ways to See the Pairs

XLE vs FSTA: Top 5 Holdings

Today

XLE

59.2%in top 5

FSTA

in top 550.2%

XLEStockFSTA

24.3%XOMnot top 5

18.6%CVXnot top 5

not top 5WMT14.7%

not top 5COST11.9%

not top 5PG9.8%

not top 5KO9.3%

7.1%COPnot top 5

4.6%PSXnot top 5

4.5%MPCnot top 5

not top 5PEP4.4%

Held in common0.0%

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

XLE vs FSTA Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

FSTAFidelity

+8.5%

5 years, per year

XLEFSTAFaded: behind in that period

4–0XLE wins

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

XLE vs FSTA

YTD

SPDRXLE

+40.6%

FSTAFidelity

+19.7%

+40.6%Year to date+19.7%

−15.0%Worst drop · 1Y−9.4%

23.3%Volatility · 1Y15.3%

2.5%Yield2.0%

$44.1BAssets$1.4B

2–2level

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

Cost, Income and Risk

Fees: FSTA, SMH, XLE

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLE0.08%$8

SMH0.35%$35

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

Yields: FSTA, SMH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FSTA2.04%$204

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

SMH$25 − $35 = −$10

KeptFee

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

Overlap: FSTA, SMH, XLE

Today

0.0%most shared, FSTA and SMH

FSTASMHXLE

FSTA—0.0%0.0%

SMH0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 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

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

Paid More vs Made More

YTD

XLESMH

+40.6%Year to date+24.3%

2.5%Yield0.2%

+45.4%Past year+27.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+31.6%

SMHVanEck

+24.3%

+31.6%Year to date+24.3%

0.33% · $33Fee · on $10k a year0.35% · $35

$42.6BAssets$65.4B

2–0SOXX wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026