Compare · 3 funds side by side · dividends reinvested

IYK, FDIS and XLK

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$21,984XLK · best of the three

02 / 04

IYK, FDIS and XLK, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares U.S. Consumer Staples ETFSectors · Consumer0.37%2.39%+19.9%+21.9%+11.2%+7.7%−10.7%14.8%$1.5B1.6

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B2.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B2.3

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: IYK 2000 · FDIS 2013 · XLK 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Consumer Staples ETF · $1.5B$14,498

IYK

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

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

IYKMeasureFDIS

+19.9%Year to dateJan 1 → Nov 9+3.2%

+21.9%1 yearTotal return+5.0%

+11.2%3 years · per year$10,000 became $13,733 · $15,592+16.0%

+7.7%5 years · per year$10,000 became $14,498 · $12,238+4.1%

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

2.39%Trailing 12-mo yield$239 · $74 a year on $10k0.74%

−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 9, 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

50.8%in top 5

FDIS

in top 547.7%

IYKStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.0%

14.1%PGnot top 5

13.6%KOnot top 5

11.3%PMnot top 5

7.2%PEPnot top 5

not top 5HD5.1%

4.5%MOnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

IYK vs FDIS Returns, Every Period

iSharesIYK

+7.7%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

IYKFDISFaded: behind in that period

3–1IYK wins

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

IYK vs FDIS

YTD

iSharesIYK

+19.9%

FDISFidelity

+3.2%

+19.9%Year to date+3.2%

−10.7%Worst drop · 1Y−15.5%

14.8%Volatility · 1Y19.7%

2.4%Yield0.7%

$1.5BAssets$1.6B

4–0IYK wins

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

Cost, Income and Risk

Fees: IYK, FDIS, XLK

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLK0.08%$8

IYK0.37%$37

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

Yields: IYK, FDIS, XLK

2.39%highest, IYK

FundTrailing yieldYield$10k

IYK2.39%$239

FDIS0.74%$74

XLK0.49%$49

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

Income After Fees on $10,000

$202most kept, IYK

IYK$239 − $37 = $202

FDIS$74 − $8 = $66

XLK$49 − $8 = $41

KeptFee

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

Overlap: IYK, FDIS, XLK

Today

0.0%most shared, IYK and FDIS

IYKFDISXLK

IYK—0.0%0.0%

FDIS0.0%—0.0%

XLK0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+21.9%IYK, at 14.8% volatility

IYKWorst drop−10.7%14.8% vol

FDISWorst drop−15.5%19.7% vol

XLKWorst drop−19.6%28.6% vol

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

Paid More vs Made More

YTD

IYKXLK

+19.9%Year to date+19.1%

2.4%Yield0.5%

+21.9%Past year+18.8%

0.37%Fee0.08%

3–1IYK wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

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%

$120BAssets$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