Compare · 3 funds side by side · dividends reinvested

FSTA, XLE and VIG

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

02 / 04

FSTA, XLE and VIG, 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%$40.5B1.8

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.9

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.5%+22.7%+13.5%+8.4%−9.4%15.3%$1.5B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: FSTA 2013 · XLE 1998 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

FSTA

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

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

XLEMeasureFSTA

+41.3%Year to dateJan 1 → Nov 9+19.5%

+44.3%1 yearTotal return+22.7%

+15.9%3 years · per year$10,000 became $15,555 · $14,629+13.5%

+20.4%5 years · per year$10,000 became $25,271 · $14,951+8.4%

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

2.46%Trailing 12-mo yield$246 · $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 9, 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

59.6%in top 5

FSTA

in top 550.6%

XLEStockFSTA

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5WMT14.5%

not top 5COST12.2%

not top 5PG9.9%

not top 5KO9.5%

7.3%COPnot top 5

not top 5PEP4.5%

4.5%PSXnot top 5

4.4%MPCnot top 5

Held in common0.0%

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

XLE vs FSTA Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

FSTAFidelity

+8.4%

5 years, per year

XLEFSTAFaded: behind in that period

4–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLE vs FSTA

YTD

SPDRXLE

+41.3%

FSTAFidelity

+19.5%

+41.3%Year to date+19.5%

−15.0%Worst drop · 1Y−9.4%

23.3%Volatility · 1Y15.3%

2.5%Yield2.0%

$40.5BAssets$1.5B

2–2level

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

Cost, Income and Risk

Fees: FSTA, XLE, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

FSTA0.08%$8

XLE0.08%$8

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

Yields: FSTA, XLE, VIG

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FSTA2.04%$204

VIG1.46%$146

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

VIG$146 − $4 = $142

KeptFee

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

Overlap: FSTA, XLE, VIG

Today

9.1%most shared, FSTA and VIG

FSTAXLEVIG

FSTA—0.0%9.1%

XLE0.0%—3.5%

VIG9.1%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

VIGWorst drop−7.9%11.0% 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 Three

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

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026