Compare · 3 funds side by side · dividends reinvested

GXPD, FDIS and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

GXPD, FDIS and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.4

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B1.6

Global X Funds - Global X PureCap MSCI Consumer Discretionary ETFSectors · Consumer0.25%0.33%+2.8%+2.9%[…][…]−16.6%22.1%$50M2.8

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

End-of-day Nov 9, 2026 · returns include dividends · since: GXPD 2025 · FDIS 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

GXPD

Global X Funds - Global X PureCap MSCI Consumer Discretionary ETF · $50M[…]

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

XLEMeasureGXPD

+41.3%Year to dateJan 1 → Nov 9+2.8%

+44.3%1 yearTotal return+2.9%

+15.9%3 years · per year$10,000 became $15,555 · […][…]

+20.4%5 years · per year$10,000 became $25,271 · […][…]

0.08%Expense ratio$8 · $25 a year on $10k · lower is better0.25%

2.46%Trailing 12-mo yield$246 · $33 a year on $10k0.33%

−15.0%Worst dropSmaller is better−16.6%

23.3%VolatilityLower is calmer22.1%

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

5–1XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs GXPD: Top 5 Holdings

Today

XLE

59.6%in top 5

GXPD

in top 569.2%

XLEStockGXPD

not top 5AMZN41.1%

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5TSLA16.8%

7.3%COPnot top 5

not top 5HD5.6%

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5MCD3.2%

not top 5TJX2.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XLE vs GXPD Returns, Every Period

SPDRXLE

+44.3%

past year

GXPDGlobal X

+2.9%

past year

XLEGXPDFaded: behind in that period

2–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLE vs FDIS

YTD

SPDRXLE

+41.3%

FDISFidelity

+3.2%

+41.3%Year to date+3.2%

−15.0%Worst drop · 1Y−15.5%

23.3%Volatility · 1Y19.7%

2.5%Yield0.7%

$40.5BAssets$1.6B

3–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: GXPD, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

GXPD0.25%$25

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: GXPD, FDIS, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

FDIS0.74%$74

GXPD0.33%$33

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FDIS$74 − $8 = $66

GXPD$33 − $25 = $8

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: GXPD, FDIS, XLE

Today

75.5%most shared, GXPD and FDIS

GXPDFDISXLE

GXPD—75.5%0.0%

FDIS75.5%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

FDISWorst drop−15.5%19.7% vol

GXPDWorst drop−16.6%22.1% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFDIS

+41.3%Year to date+3.2%

2.5%Yield0.7%

+44.3%Past year+5.0%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026