Compare · 3 funds side by side · dividends reinvested

FXG, FDIS and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,980XLF · best of the three

Story of the three · IncomeMost incomeFXG · 1.97% · $197 a year on $10k

Story of the three · RiskSmallest drop

FXG, FDIS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B1.3

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%1.97%+6.7%+5.2%+4.4%+3.4%−16.0%15.2%$221M2.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.75%+2.2%+2.8%+14.7%+3.3%−15.5%19.7%$1.6B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: FXG 2007 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Consumer Staples AlphaDEX Fund · $221M$11,832

FXG

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$11,738

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

FXG

More Ways to See the Pairs

FXG vs FDIS: Top 5 Holdings

Today

FXG

21.1%in top 5

FDIS

in top 548.3%

FXGStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.9%

not top 5HD5.1%

4.8%CAHnot top 5

4.3%FRPTnot top 5

Cost, Income and Risk

Fees: FXG, FDIS, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

FXG0.63%$63

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: FXG, FDIS, XLF

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

FDIS

+6.7%Year to dateJan 1 → Nov 13+2.2%

+5.2%1 yearTotal return+2.8%

+4.4%3 years · per year$10,000 became $11,383 · $15,108+14.7%

+3.4%5 years · per year$10,000 became $11,832 · $11,738+3.3%

0.63%Expense ratio$63 · $8 a year on $10k · lower is better0.08%

1.97%Trailing 12-mo yield$197 · $75 a year on $10k0.75%

−16.0%Worst dropSmaller is better−15.5%

15.2%VolatilityLower is calmer19.7%

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

5–3FXG wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.2%POSTnot top 5

3.9%STZnot top 5

3.9%SFDnot top 5

not top 5MCD2.9%

not top 5TJX2.2%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FXG vs FDIS Returns, Every Period

5Y

First TrustFXG

+3.4%

5 years, per year

FDISFidelity

+3.3%

5 years, per year

FXGFDISFaded: behind in that period

3–1FXG wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FXG vs XLF

YTD

First TrustFXG

+6.7%

XLFSPDR

+8.5%

+6.7%Year to date+8.5%

−16.0%Worst drop · 1Y−14.8%

15.2%Volatility · 1Y15.3%

2.0%Yield1.4%

$221MAssets$54.2B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.97%highest, FXG

FundTrailing yieldYield$10k

FXG1.97%$197

XLF1.41%$141

FDIS0.75%$75

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, FXG

FXG$197 − $63 = $134

XLF$141 − $8 = $133

FDIS$75 − $8 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: FXG, FDIS, XLF

Today

0.0%most shared, FXG and FDIS

FXGFDISXLF

FXG—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.1%XLF, at 15.3% volatility

FXGWorst drop−16.0%15.2% vol

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

FXGXLF

+6.7%Year to date+8.5%

2.0%Yield1.4%

+5.2%Past year+11.1%

0.63%Fee0.08%

3–1XLF wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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FXG, FDIS and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three