Compare · 3 funds side by side · dividends reinvested

FSTA, XLF and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

FSTA, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.6

Fidelity MSCI Consumer Staples Index ETFSectors · Consumer0.08%2.02%+20.5%+23.2%+14.4%+8.7%−9.4%15.3%$1.4B2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$54.2B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: FSTA 2013 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Consumer Staples Index ETF · $1.4B$15,199

FSTA

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$16,157

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

FSTAMeasureXLF

+20.5%Year to dateJan 1 → Nov 4+9.4%

+23.2%1 yearTotal return+15.3%

+14.4%3 years · per year$10,000 became $14,985 · $19,384+24.7%

+8.7%5 years · per year$10,000 became $15,199 · $16,157+10.1%

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

2.02%Trailing 12-mo yield$202 · $140 a year on $10k1.40%

−9.4%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer15.0%

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

4–3FSTA wins

End-of-day Nov 4, 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

50.2%in top 5

XLF

in top 543.4%

FSTAStockXLF

14.6%WMTnot top 5

not top 5BRK-B12.9%

11.9%COSTnot top 5

not top 5JPM11.2%

9.8%PGnot top 5

9.5%KOnot top 5

not top 5V8.9%

not top 5MA6.5%

4.4%PMnot top 5

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FSTA vs XLF Returns, Every Period

FidelityFSTA

+8.7%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

FSTAXLFFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FSTA vs XLE

YTD

FidelityFSTA

+20.5%

XLESPDR

+44.9%

+20.5%Year to date+44.9%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.2%

2.0%Yield2.4%

$1.4BAssets$44.6B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FSTA, XLF, XLE

Today

0.08%lowest, FSTA

FundExpense ratioFee$10k

FSTA0.08%$8

XLF0.08%$8

XLE0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FSTA, XLF, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

FSTA2.02%$202

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

FSTA$202 − $8 = $194

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FSTA, XLF, XLE

Today

0.0%most shared, FSTA and XLF

FSTAXLFXLE

FSTA—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

XLFWorst drop−14.8%15.0% vol

FSTAWorst drop−9.4%15.3% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFSTA

+44.9%Year to date+20.5%

2.4%Yield2.0%

+48.2%Past year+23.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026