Compare · 3 funds side by side · dividends reinvested

FSTA, XLF and SMH

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$34,950SMH · best of the three

02 / 04

FSTA, XLF and SMH, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.04%+19.7%+21.8%+14.1%+8.5%−9.4%15.3%$1.5B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B2.0

VanEck Semiconductor ETFThematic · AI & semis0.35%0.24%+28.8%+29.5%+48.9%+28.4%−33.1%42.9%$60.7B2.0

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 · XLF 1998 · SMH 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FSTA

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

FSTAMeasureXLF

+19.7%Year to dateJan 1 → Nov 6+5.7%

+21.8%1 yearTotal return+10.4%

+14.1%3 years · per year$10,000 became $14,837 · $18,391+22.5%

+8.5%5 years · per year$10,000 became $15,014 · $15,474+9.1%

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

2.04%Trailing 12-mo yield$204 · $144 a year on $10k1.44%

−9.4%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer15.3%

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

4–2FSTA 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 XLF: Top 5 Holdings

Today

FSTA

50.5%in top 5

XLF

in top 543.7%

FSTAStockXLF

14.6%WMTnot top 5

not top 5BRK-B13.2%

12.2%COSTnot top 5

not top 5JPM11.1%

9.9%PGnot top 5

9.4%KOnot top 5

not top 5V8.9%

not top 5MA6.5%

4.5%PEPnot top 5

not top 5BAC4.0%

Held in common0.0%

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

FSTA vs XLF Returns, Every Period

FidelityFSTA

+8.5%

5 years, per year

XLFSPDR

+9.1%

5 years, per year

FSTAXLFFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FSTA vs XLF

YTD

FidelityFSTA

+19.7%

XLFSPDR

+5.7%

+19.7%Year to date+5.7%

−9.4%Worst drop · 1Y−14.8%

15.3%Volatility · 1Y15.3%

2.0%Yield1.4%

$1.5BAssets$55.5B

3–0FSTA wins

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

Cost, Income and Risk

Fees: FSTA, XLF, SMH

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLF0.08%$8

SMH0.35%$35

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

Yields: FSTA, XLF, SMH

2.04%highest, FSTA

FundTrailing yieldYield$10k

FSTA2.04%$204

XLF1.44%$144

SMH0.24%$24

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

Income After Fees on $10,000

$196most kept, FSTA

FSTA$204 − $8 = $196

XLF$144 − $8 = $136

SMH$24 − $35 = −$11

KeptFee

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

Overlap: FSTA, XLF, SMH

Today

0.0%most shared, FSTA and XLF

FSTAXLFSMH

FSTA—0.0%0.0%

XLF0.0%—0.0%

SMH0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+29.5%SMH, at 42.9% volatility

XLFWorst drop−14.8%15.3% vol

FSTAWorst drop−9.4%15.3% vol

SMHWorst drop−33.1%42.9% vol

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

Paid More vs Made More

YTD

FSTASMH

+19.7%Year to date+28.8%

2.0%Yield0.2%

+21.8%Past year+29.5%

0.08%Fee0.35%

2–2level

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

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026