Compare · 2 funds side by side · dividends reinvested

FXG and XLY

FXGFirst Trust×XLYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$12,388XLY · best of the two

02 / 04

FXG and XLY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%2.05%+2.8%+2.3%+4.5%+3.3%−16.0%14.8%$214M1.5

State Street Consumer Discretionary Select Sector SPDR ETFSectors · Consumer0.08%0.80%−1.1%−1.4%+17.2%+4.4%−15.0%19.1%$22.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: FXG 2007 · XLY 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Consumer Staples AlphaDEX Fund · $214M$11,735

FXG

XLY

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7B$12,388

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

FXGMeasureXLY

+2.8%Year to dateJan 1 → Nov 3−1.1%

+2.3%1 yearTotal return−1.4%

+4.5%3 years · per year$10,000 became $11,419 · $16,081+17.2%

+3.3%5 years · per year$10,000 became $11,735 · $12,388+4.4%

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

2.05%Trailing 12-mo yield$205 · $80 a year on $10k0.80%

−16.0%Worst dropSmaller is better−15.0%

14.8%VolatilityLower is calmer19.1%

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

4–4Level

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

More Ways to See the Pairs

FXG vs XLY: Top 5 Holdings

Today

FXG

21.4%in top 5

XLY

in top 554.3%

FXGStockXLY

not top 5AMZN21.5%

not top 5TSLA18.8%

not top 5HD5.4%

4.6%FRPTnot top 5

4.4%POSTnot top 5

not top 5MCD4.4%

4.4%CAHnot top 5

4.1%PPCnot top 5

not top 5TJX4.1%

4.0%MKCnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

FXG vs XLY Returns, Every Period

First TrustFXG

+3.3%

5 years, per year

XLYSPDR

+4.4%

5 years, per year

FXGXLYFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

FXG vs XLY

YTD

First TrustFXG

+2.8%

XLYSPDR

−1.1%

+2.8%Year to date−1.1%

−16.0%Worst drop · 1Y−15.0%

14.8%Volatility · 1Y19.1%

2.0%Yield0.8%

$214MAssets$22.7B

3–1FXG wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FXG, XLY

Today

0.08%lowest, XLY

FundExpense ratioFee$10k

XLY0.08%$8

FXG0.63%$63

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: FXG, XLY

2.05%highest, FXG

FundTrailing yieldYield$10k

FXG2.05%$205

XLY0.80%$80

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, FXG

FXG$205 − $63 = $142

XLY$80 − $8 = $72

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: FXG, XLY

Today

0.0%most shared, FXG and XLY

FXGXLY

FXG—0.0%

XLY0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+2.3%FXG, at 14.8% volatility

FXGWorst drop−16.0%14.8% vol

XLYWorst drop−15.0%19.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

FXGXLY

+2.8%Year to date−1.1%

2.0%Yield0.8%

+2.3%Past year−1.4%

0.63%Fee0.08%

3–1FXG wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026