Compare · 3 funds side by side · dividends reinvested

KXI, FDIS and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,503XLF · best of the three

02 / 04

KXI, FDIS and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Global Consumer Staples ETFSectors · Consumer0.38%2.17%+15.9%+19.2%+12.5%+6.2%−10.7%14.5%$1.2B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.3%+0.9%+16.3%+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 5, 2026 · returns include dividends · since: KXI 2006 · FDIS 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Consumer Staples ETF · $1.2B$13,508

KXI

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,115

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

KXIMeasureFDIS

+15.9%Year to dateJan 1 → Nov 5+0.3%

+19.2%1 yearTotal return+0.9%

+12.5%3 years · per year$10,000 became $14,230 · $15,748+16.3%

+6.2%5 years · per year$10,000 became $13,508 · $12,115+3.9%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.17%Trailing 12-mo yield$217 · $76 a year on $10k0.76%

−10.7%Worst dropSmaller is better−15.5%

14.5%VolatilityLower is calmer19.7%

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

6–2KXI wins

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

More Ways to See the Pairs

KXI vs FDIS: Top 5 Holdings

Today

KXI

28.2%in top 5

FDIS

in top 547.7%

KXIStockFDIS

not top 5AMZN22.0%

not top 5TSLA15.5%

7.5%WMTnot top 5

6.1%COSTnot top 5

5.1%PGnot top 5

not top 5HD5.1%

4.9%KOnot top 5

4.6%PMnot top 5

not top 5MCD2.9%

not top 5TJX2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

KXI vs FDIS Returns, Every Period

iSharesKXI

+6.2%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

KXIFDISFaded: behind in that period

3–1KXI wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

KXI vs XLF

YTD

iSharesKXI

+15.9%

XLFSPDR

+6.3%

+15.9%Year to date+6.3%

−10.7%Worst drop · 1Y−14.8%

14.5%Volatility · 1Y15.3%

2.2%Yield1.4%

$1.2BAssets$53.8B

4–0KXI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: KXI, FDIS, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

KXI0.38%$38

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: KXI, FDIS, XLF

2.17%highest, KXI

FundTrailing yieldYield$10k

KXI2.17%$217

XLF1.44%$144

FDIS0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$179most kept, KXI

KXI$217 − $38 = $179

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: KXI, FDIS, XLF

Today

0.0%most shared, KXI and FDIS

KXIFDISXLF

KXI—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.2%KXI, at 14.5% volatility

KXIWorst drop−10.7%14.5% vol

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

KXIXLF

+15.9%Year to date+6.3%

2.2%Yield1.4%

+19.2%Past year+11.4%

0.38%Fee0.08%

3–1KXI wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026