Compare · 3 funds side by side · dividends reinvested

INCO, FDIS and XLF

INCOColumbia Threadneedle×FDISFidelity×XLFSPDR×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,474XLF · best of the three

02 / 04

INCO, FDIS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$54.5B1.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.1

Columbia India Consumer ETFSectors · Consumer0.75%0.00%−4.3%−4.9%+7.6%+6.2%−18.9%17.8%$220M2.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: INCO 2011 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Columbia India Consumer ETF · $220M$13,488

INCO

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,079

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

INCOMeasureFDIS

−4.3%Year to dateJan 1 → Nov 6+0.1%

−4.9%1 yearTotal return−0.6%

+7.6%3 years · per year$10,000 became $12,451 · $15,537+15.8%

+6.2%5 years · per year$10,000 became $13,488 · $12,079+3.9%

0.75%Expense ratio$75 · $8 a year on $10k · lower is better0.08%

0.00%Trailing 12-mo yield$0 · $76 a year on $10k0.76%

−18.9%Worst dropSmaller is better−15.5%

17.8%VolatilityLower is calmer19.7%

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

2–6FDIS wins

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

More Ways to See the Pairs

INCO vs FDIS: Top 5 Holdings

Today

INCO

27.5%in top 5

FDIS

in top 547.2%

INCOStockFDIS

not top 5AMZN22.4%

not top 5TSLA14.4%

7.2%ETERNAL.not top 5

5.3%TITAN.BOnot top 5

5.3%TVSMOTORnot top 5

not top 5HD5.2%

5.1%BAJAJ-AUnot top 5

4.7%EICHERMOnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

INCO vs FDIS Returns, Every Period

Columbia ThreadneedleINCO

+6.2%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

INCOFDISFaded: behind in that period

1–3FDIS wins

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

INCO vs XLF

YTD

Columbia ThreadneedleINCO

−4.3%

XLFSPDR

+5.7%

−4.3%Year to date+5.7%

−18.9%Worst drop · 1Y−14.8%

17.8%Volatility · 1Y15.3%

0.0%Yield1.4%

$220MAssets$54.5B

4–0XLF wins

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

Cost, Income and Risk

Fees: INCO, FDIS, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

INCO0.75%$75

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

Yields: INCO, FDIS, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

FDIS0.76%$76

INCO0.00%$0

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

INCO$0 − $75 = −$75

KeptFee

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

Overlap: INCO, FDIS, XLF

Today

0.0%most shared, INCO and FDIS

INCOFDISXLF

INCO—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+10.4%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

INCOWorst drop−18.9%17.8% vol

FDISWorst drop−15.5%19.7% vol

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

Paid More vs Made More

YTD

XLFFDIS

+5.7%Year to date+0.1%

1.4%Yield0.8%

+10.4%Past year−0.6%

0.08%Fee0.08%

3–0XLF wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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