Compare · 3 funds side by side · dividends reinvested

KXI, FDIS and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,232XLV · best of the three

Story of the three · IncomeMost incomeKXI · 2.19% · $219 a year on $10k

Story of the three · RiskSmallest drop

KXI, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+31.4%+15.9%+8.8%−10.5%16.9%$50.5B1.3

iShares Global Consumer Staples ETFSectors · Consumer0.38%2.19%+14.9%+16.9%+11.3%+5.9%−10.7%14.6%$1.2B2.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+4.6%+15.3%+4.2%−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 10, 2026 · returns include dividends · since: KXI 2006 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Global Consumer Staples ETF · $1.2B$13,329

KXI

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,313

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

KXI

More Ways to See the Pairs

KXI vs FDIS: Top 5 Holdings

Today

KXI

28.4%in top 5

FDIS

in top 547.9%

KXIStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.4%

7.4%WMTnot top 5

6.3%COSTnot top 5

5.2%PGnot top 5

Cost, Income and Risk

Fees: KXI, FDIS, XLV

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLV0.08%$8

KXI0.38%$38

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

Yields: KXI, FDIS, XLV

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

FDIS

+14.9%Year to dateJan 1 → Nov 10+3.1%

+16.9%1 yearTotal return+4.6%

+11.3%3 years · per year$10,000 became $13,803 · $15,335+15.3%

+5.9%5 years · per year$10,000 became $13,329 · $12,313+4.2%

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

2.19%Trailing 12-mo yield$219 · $74 a year on $10k0.74%

−10.7%Worst dropSmaller is better−15.5%

14.6%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 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD5.1%

4.9%KOnot top 5

4.5%NESN.SWnot top 5

not top 5MCD2.9%

not top 5TJX2.2%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

KXI vs FDIS Returns, Every Period

5Y

iSharesKXI

+5.9%

5 years, per year

FDISFidelity

+4.2%

5 years, per year

KXIFDISFaded: behind in that period

3–1KXI wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

KXI vs XLV

YTD

iSharesKXI

+14.9%

XLVSPDR

+23.5%

+14.9%Year to date+23.5%

−10.7%Worst drop · 1Y−10.5%

14.6%Volatility · 1Y16.9%

2.2%Yield1.4%

$1.2BAssets$50.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

2.19%highest, KXI

FundTrailing yieldYield$10k

KXI2.19%$219

XLV1.35%$135

FDIS0.74%$74

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$181most kept, KXI

KXI$219 − $38 = $181

XLV$135 − $8 = $127

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: KXI, FDIS, XLV

Today

0.0%most shared, KXI and FDIS

KXIFDISXLV

KXI—0.0%0.0%

FDIS0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+31.4%XLV, at 16.9% volatility

KXIWorst drop−10.7%14.6% vol

XLVWorst drop−10.5%16.9% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

KXIXLV

+14.9%Year to date+23.5%

2.2%Yield1.4%

+16.9%Past year+31.4%

0.38%Fee0.08%

3–1XLV wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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KXI, FDIS and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three