Compare · 4 funds side by side · dividends reinvested

FSTA, SPY, XLE and SPYM

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

FSTA, SPY, XLE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.1

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B3.0

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 · SPY 1993 · XLE 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.5B$14,951

FSTA

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

FSTAMeasureSPY

+19.5%Year to dateJan 1 → Nov 9+11.2%

+22.7%1 yearTotal return+13.5%

+13.5%3 years · per year$10,000 became $14,629 · $18,118+21.9%

+8.4%5 years · per year$10,000 became $14,951 · $17,493+11.8%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

2.04%Trailing 12-mo yield$204 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.7%

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

4–4Level

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 SPY: Top 5 Holdings

Today

FSTA

50.6%in top 5

SPY

in top 527.8%

FSTAStockSPY

14.5%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.5%KOnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

4.5%PEPnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common5.2%

End-of-day Nov 9, 2026 · share of each fund

FSTA vs SPY Returns, Every Period

FidelityFSTA

+8.4%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

FSTASPYFaded: behind in that period

2–2Level

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, SPY, XLE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

FSTA0.08%$8

XLE0.08%$8

SPY0.09%$9

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

Yields: FSTA, SPY, XLE, SPYM

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FSTA2.04%$204

SPYM1.03%$103

SPY1.01%$101

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

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

KeptFee

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

Overlap: FSTA, SPY, XLE, SPYM

Today

99.9%most shared, SPY and SPYM

FSTASPYXLESPYM

FSTA—5.2%0.0%5.2%

SPY5.2%—3.5%99.9%

XLE0.0%3.5%—3.5%

SPYM5.2%99.9%3.5%—

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

SPYMWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEFSTA

+41.3%Year to date+19.5%

2.5%Yield2.0%

+44.3%Past year+22.7%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026