Compare · 4 funds side by side · dividends reinvested

FSTA, SMH, XLV and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$36,298SMH · best of the four

02 / 04

FSTA, SMH, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.4

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.6

VanEck Semiconductor ETFThematic · AI & semis0.35%0.23%+35.3%+39.3%+50.1%+29.4%−33.1%43.1%$60.7B2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · SMH 2011 · XLV 1998 · XLE 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

FSTA vs XLE

YTD

FidelityFSTA

+19.5%

XLESPDR

+41.3%

+19.5%Year to date+41.3%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

2.0%Yield2.5%

$1.5BAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SMH, XLV, XLE

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLV0.08%$8

XLE0.08%$8

SMH0.35%$35

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

Yields: FSTA, SMH, XLV, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FSTA2.04%$204

XLV1.35%$135

SMH0.23%$23

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

XLV$135 − $8 = $127

SMH$23 − $35 = −$12

KeptFee

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

Overlap: FSTA, SMH, XLV, XLE

Today

0.0%most shared, FSTA and SMH

FSTASMHXLVXLE

FSTA—0.0%0.0%0.0%

SMH0.0%—0.0%0.0%

XLV0.0%0.0%—0.0%

XLE0.0%0.0%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

FSTAWorst drop−9.4%15.3% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

SMHWorst drop−33.1%43.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLESMH

+41.3%Year to date+35.3%

2.5%Yield0.2%

+44.3%Past year+39.3%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SOXX vs SMH

YTD

iSharesSOXX

+46.5%

SMHVanEck

+35.3%

+46.5%Year to date+35.3%

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

$39.1BAssets$60.7B

2–0SOXX 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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026