Compare · 3 funds side by side · dividends reinvested

IYK, FDIS and XLF

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

02 / 04

IYK, FDIS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Consumer Staples ETFSectors · Consumer0.37%2.41%+19.1%+20.9%+11.4%+7.6%−10.7%14.8%$1.5B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.6

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: IYK 2000 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Consumer Staples ETF · $1.5B$14,419

IYK

FDIS

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

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

IYKMeasureFDIS

+19.1%Year to dateJan 1 → Nov 6+0.1%

+20.9%1 yearTotal return−0.6%

+11.4%3 years · per year$10,000 became $13,831 · $15,537+15.8%

+7.6%5 years · per year$10,000 became $14,419 · $12,079+3.9%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.41%Trailing 12-mo yield$241 · $76 a year on $10k0.76%

−10.7%Worst dropSmaller is better−15.5%

14.8%VolatilityLower is calmer19.7%

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

6–2IYK wins

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

More Ways to See the Pairs

IYK vs FDIS: Top 5 Holdings

Today

IYK

50.6%in top 5

FDIS

in top 547.2%

IYKStockFDIS

not top 5AMZN22.4%

not top 5TSLA14.4%

14.1%PGnot top 5

13.4%KOnot top 5

11.4%PMnot top 5

7.2%PEPnot top 5

not top 5HD5.2%

4.5%MOnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

IYK vs FDIS Returns, Every Period

iSharesIYK

+7.6%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

IYKFDISFaded: behind in that period

3–1IYK wins

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

IYK vs XLF

YTD

iSharesIYK

+19.1%

XLFSPDR

+5.7%

+19.1%Year to date+5.7%

−10.7%Worst drop · 1Y−14.8%

14.8%Volatility · 1Y15.3%

2.4%Yield1.4%

$1.5BAssets$55.5B

4–0IYK wins

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

Cost, Income and Risk

Fees: IYK, FDIS, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

IYK0.37%$37

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

Yields: IYK, FDIS, XLF

2.41%highest, IYK

FundTrailing yieldYield$10k

IYK2.41%$241

XLF1.44%$144

FDIS0.76%$76

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

Income After Fees on $10,000

$204most kept, IYK

IYK$241 − $37 = $204

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

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

Overlap: IYK, FDIS, XLF

Today

0.0%most shared, IYK and FDIS

IYKFDISXLF

IYK—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

+20.9%IYK, at 14.8% volatility

IYKWorst drop−10.7%14.8% vol

XLFWorst drop−14.8%15.3% 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

IYKXLF

+19.1%Year to date+5.7%

2.4%Yield1.4%

+20.9%Past year+10.4%

0.37%Fee0.08%

3–1IYK 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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026