Compare · 3 funds side by side · dividends reinvested

FSTA, XLE and SOXX

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,093SOXX · best of the three

02 / 04

FSTA, 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%$42.0B1.5

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%0.78%+31.6%+34.0%+39.8%+21.1%−39.5%49.4%$37.6B2.3

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 · 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

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

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

FSTAMeasureXLE

+19.7%Year to dateJan 1 → Nov 5+40.6%

+21.8%1 yearTotal return+45.4%

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

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

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

2.04%Trailing 12-mo yield$204 · $247 a year on $10k2.47%

−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 5, 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

50.2%in top 5

XLE

in top 559.2%

FSTAStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

14.7%WMTnot top 5

11.9%COSTnot top 5

9.8%PGnot top 5

9.3%KOnot top 5

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

4.4%PEPnot top 5

Held in common0.0%

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

FSTA vs XLE Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

XLESPDR

+20.5%

5 years, per year

FSTAXLEFaded: behind in that period

0–4XLE 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, XLE, SOXX

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLE0.08%$8

SOXX0.33%$33

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

Yields: FSTA, XLE, SOXX

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FSTA2.04%$204

SOXX0.78%$78

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

KeptFee

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

Overlap: FSTA, XLE, SOXX

Today

0.0%most shared, FSTA and XLE

FSTAXLESOXX

FSTA—0.0%0.0%

XLE0.0%—0.0%

SOXX0.0%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

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 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

$37.6BAssets$57.7B

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%

$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