Compare · 3 funds side by side · dividends reinvested

FSTA, XLE and VYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

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

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.31%+12.8%+16.5%+19.6%+11.1%−6.7%10.6%$78.9B1.8

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B2.4

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 · XLE 1998 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

VYM

Vanguard High Dividend Yield ETF · $78.9B$16,941

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

FSTAMeasureVYM

+19.7%Year to dateJan 1 → Nov 6+12.8%

+21.8%1 yearTotal return+16.5%

+14.1%3 years · per year$10,000 became $14,837 · $17,107+19.6%

+8.5%5 years · per year$10,000 became $15,014 · $16,941+11.1%

0.08%Expense ratio$8 · $4 a year on $10k · lower is better0.04%

2.04%Trailing 12-mo yield$204 · $231 a year on $10k2.31%

−9.4%Worst dropSmaller is better−6.7%

15.3%VolatilityLower is calmer10.6%

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

2–6VYM wins

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 VYM: Top 5 Holdings

Today

FSTA

50.5%in top 5

VYM

in top 518.2%

FSTAStockVYM

14.6%WMTnot top 5

12.2%COSTnot top 5

9.9%PGnot top 5

9.4%KOnot top 5

not top 5AVGO6.9%

4.5%PEPnot top 5

not top 5JPM3.8%

not top 5XOM2.8%

not top 5JNJ2.7%

not top 5ABBV2.0%

Held in common8.0%

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

FSTA vs VYM Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

VYMVanguard

+11.1%

5 years, per year

FSTAVYMFaded: behind in that period

2–2Level

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, XLE, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

FSTA0.08%$8

XLE0.08%$8

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

Yields: FSTA, XLE, VYM

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VYM2.31%$231

FSTA2.04%$204

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VYM$231 − $4 = $227

FSTA$204 − $8 = $196

KeptFee

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

Overlap: FSTA, XLE, VYM

Today

9.3%most shared, XLE and VYM

FSTAXLEVYM

FSTA—0.0%8.0%

XLE0.0%—9.3%

VYM8.0%9.3%—

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

VYMWorst drop−6.7%10.6% vol

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEFSTA

+40.6%Year to date+19.7%

2.5%Yield2.0%

+45.0%Past year+21.8%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026