Compare · 3 funds side by side · dividends reinvested

FSTA, SOXX and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,892SOXX · best of the three

02 / 04

FSTA, SOXX 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%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.5

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.1

iShares Semiconductor ETFThematic · AI & semis0.33%0.76%+36.2%+34.5%+40.3%+21.9%−39.5%49.4%$39.1B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: FSTA 2013 · SOXX 2001 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

SOXX

iShares Semiconductor ETF · $39.1B$26,892

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

FSTAMeasureSOXX

+19.7%Year to dateJan 1 → Nov 6+36.2%

+21.8%1 yearTotal return+34.5%

+14.1%3 years · per year$10,000 became $14,837 · $27,604+40.3%

+8.5%5 years · per year$10,000 became $15,014 · $26,892+21.9%

0.08%Expense ratio$8 · $33 a year on $10k · lower is better0.33%

2.04%Trailing 12-mo yield$204 · $76 a year on $10k0.76%

−9.4%Worst dropSmaller is better−39.5%

15.3%VolatilityLower is calmer49.4%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FSTA vs SOXX: Top 5 Holdings

Today

FSTA

50.5%in top 5

SOXX

in top 538.6%

FSTAStockSOXX

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AMD8.9%

not top 5NVDA8.5%

not top 5AVGO8.1%

not top 5MU7.1%

not top 5INTC6.0%

4.5%PEPnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

FSTA vs SOXX Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

SOXXiShares

+21.9%

5 years, per year

FSTASOXXFaded: behind in that period

0–4SOXX wins

End-of-day Nov 6, 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$40.5B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, SOXX, XLE

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLE0.08%$8

SOXX0.33%$33

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FSTA, SOXX, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FSTA2.04%$204

SOXX0.76%$76

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FSTA$204 − $8 = $196

SOXX$76 − $33 = $43

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FSTA, SOXX, XLE

Today

0.0%most shared, FSTA and SOXX

FSTASOXXXLE

FSTA—0.0%0.0%

SOXX0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

SOXXWorst drop−39.5%49.4% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLESOXX

+40.6%Year to date+36.2%

2.5%Yield0.8%

+45.0%Past year+34.5%

0.08%Fee0.33%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SOXX vs SMH

YTD

iSharesSOXX

+36.2%

SMHVanEck

+28.8%

+36.2%Year to date+28.8%

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

$39.1BAssets$60.7B

2–0SOXX wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026