Compare · 2 funds side by side · dividends reinvested

FXD and XLP

FXDFirst Trust×XLPSPDR×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,429XLP · best of the two

02 / 04

FXD and XLP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.44%+18.2%+21.9%+13.0%+7.6%−9.7%15.7%$15.1B1.1

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.68%+3.4%+8.3%+14.6%+3.5%−13.9%21.0%$267M1.9

Rank among the two1st → 2ndFee, 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: FXD 2007 · XLP 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Staples Select Sector SPDR ETF · $15.1B$14,429

XLP

FXD

First Trust Consumer Discretionary AlphaDEX Fund · $267M$11,875

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

XLPMeasureFXD

+18.2%Year to dateJan 1 → Nov 6+3.4%

+21.9%1 yearTotal return+8.3%

+13.0%3 years · per year$10,000 became $14,410 · $15,039+14.6%

+7.6%5 years · per year$10,000 became $14,429 · $11,875+3.5%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

2.44%Trailing 12-mo yield$244 · $68 a year on $10k0.68%

−9.7%Worst dropSmaller is better−13.9%

15.7%VolatilityLower is calmer21.0%

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

7–1XLP wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLP vs FXD: Top 5 Holdings

Today

XLP

42.2%in top 5

FXD

in top 58.4%

XLPStockFXD

11.4%WMTnot top 5

9.4%COSTnot top 5

7.7%PGnot top 5

7.4%KOnot top 5

6.3%PMnot top 5

not top 5CROX1.8%

not top 5SIRI1.8%

not top 5CCL1.6%

not top 5SN1.6%

not top 5LYFT1.6%

Held in common4.3%

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

XLP vs FXD Returns, Every Period

SPDRXLP

+7.6%

5 years, per year

FXDFirst Trust

+3.5%

5 years, per year

XLPFXDFaded: behind in that period

3–1XLP wins

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

XLP vs FXD

YTD

SPDRXLP

+18.2%

FXDFirst Trust

+3.4%

+18.2%Year to date+3.4%

−9.7%Worst drop · 1Y−13.9%

15.7%Volatility · 1Y21.0%

2.4%Yield0.7%

$15.1BAssets$267M

4–0XLP wins

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

Cost, Income and Risk

Fees: FXD, XLP

Today

0.08%lowest, XLP

FundExpense ratioFee$10k

XLP0.08%$8

FXD0.60%$60

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

Yields: FXD, XLP

2.44%highest, XLP

FundTrailing yieldYield$10k

XLP2.44%$244

FXD0.68%$68

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

Income After Fees on $10,000

$236most kept, XLP

XLP$244 − $8 = $236

FXD$68 − $60 = $8

KeptFee

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

Overlap: FXD, XLP

Today

4.3%most shared, FXD and XLP

FXDXLP

FXD—4.3%

XLP4.3%—

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

Return vs Bumpiness: 2 ETFs

+21.9%XLP, at 15.7% volatility

XLPWorst drop−9.7%15.7% vol

FXDWorst drop−13.9%21.0% vol

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

Paid More vs Made More

YTD

XLPFXD

+18.2%Year to date+3.4%

2.4%Yield0.7%

+21.9%Past year+8.3%

0.08%Fee0.60%

4–0XLP wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026