Compare · 4 funds side by side · dividends reinvested

PBCS, FDIS, VGT and XLE

PBCSPortfolio Building Block ETFs×FDISFidelity×VGTVanguard×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

PBCS, FDIS, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.3

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+15.6%+12.1%+28.6%+15.6%−17.5%26.5%$155B2.4

Tidal Trust IV - Portfolio Building Block World Consumer Staples ETFSectors · Consumer0.14%0.00%[…][…][…][…][…][…]$70M4.0

Rank among the four1st → 4thFee, 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: PBCS 2026 · FDIS 2013 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Tidal Trust IV - Portfolio Building Block World Consumer Staples ETF · $70M[…]

PBCS

FDIS

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

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

PBCSMeasureFDIS

[…]Year to dateJan 1 → Nov 6+0.1%

[…]1 yearTotal return−0.6%

[…]3 years · per year$10,000 became […] · $15,537+15.8%

[…]5 years · per year$10,000 became […] · $12,079+3.9%

0.14%Expense ratio$14 · $8 a year on $10k · lower is better0.08%

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

[…]Worst dropSmaller is better−15.5%

[…]VolatilityLower is calmer19.7%

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

0–2FDIS wins

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

More Ways to See the Pairs

PBCS vs FDIS: Top 5 Holdings

Today

PBCS

41.4%in top 5

FDIS

in top 547.2%

PBCSStockFDIS

not top 5AMZN22.4%

not top 5TSLA14.4%

10.6%WMT.TOnot top 5

9.2%COSTnot top 5

7.9%EEE.ATnot top 5

7.5%PGHL.BOnot top 5

6.1%PMnot top 5

not top 5HD5.2%

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

PBCS vs FDIS Returns, Every Period

Portfolio Building Block ETFsPBCS

[…]

past year

FDISFidelity

−0.6%

past year

Returns […]

PBCSFDISFaded: behind in that period

0–0Level

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

PBCS vs XLE

YTD

Portfolio Building Block ETFsPBCS

[…]

XLESPDR

+40.6%

[…]Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

0.0%Yield2.5%

$69.6MAssets$40.5B

1–0XLE wins

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

Cost, Income and Risk

Fees: PBCS, FDIS, VGT, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

VGT0.09%$9

PBCS0.14%$14

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

Yields: PBCS, FDIS, VGT, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIS0.76%$76

VGT0.44%$44

PBCS0.00%$0

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIS$76 − $8 = $68

VGT$44 − $9 = $35

PBCS$0 − $14 = −$14

KeptFee

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

Overlap: PBCS, FDIS, VGT, XLE

Today

0.0%most shared, PBCS and FDIS

PBCSFDISVGTXLE

PBCS—0.0%0.0%0.0%

FDIS0.0%—0.0%0.0%

VGT0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

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

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

PBCSWorst drop[…][…]

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

Paid More vs Made More

YTD

XLEVGT

+40.6%Year to date+15.6%

2.5%Yield0.4%

+45.0%Past year+12.1%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

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

$108BAssets$155B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

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