Compare · 3 funds side by side · dividends reinvested

PSCC, FDIS and XLE

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

02 / 04

PSCC, FDIS 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%$42.0B1.4

Invesco S&P SmallCap Consumer Staples ETFSectors · Consumer0.29%1.83%+19.6%+16.8%+5.5%+3.2%−13.1%17.8%$41M2.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.4

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: PSCC 2010 · FDIS 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

PSCC

Invesco S&P SmallCap Consumer Staples ETF · $41M$11,678

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

XLEMeasurePSCC

+40.6%Year to dateJan 1 → Nov 6+19.6%

+45.0%1 yearTotal return+16.8%

+16.8%3 years · per year$10,000 became $15,939 · $11,749+5.5%

+20.7%5 years · per year$10,000 became $25,568 · $11,678+3.2%

0.08%Expense ratio$8 · $29 a year on $10k · lower is better0.29%

2.47%Trailing 12-mo yield$247 · $183 a year on $10k1.83%

−15.0%Worst dropSmaller is better−13.1%

23.3%VolatilityLower is calmer17.8%

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

6–2XLE wins

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

More Ways to See the Pairs

XLE vs PSCC: Top 5 Holdings

Today

XLE

59.5%in top 5

PSCC

in top 541.7%

XLEStockPSCC

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5LW10.4%

not top 5CAG10.2%

not top 5TAP9.2%

7.3%COPnot top 5

not top 5CPB6.2%

not top 5PSMT5.7%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs PSCC Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

PSCCInvesco

+3.2%

5 years, per year

XLEPSCCFaded: behind in that period

4–0XLE wins

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

XLE vs PSCC

YTD

SPDRXLE

+40.6%

PSCCInvesco

+19.6%

+40.6%Year to date+19.6%

−15.0%Worst drop · 1Y−13.1%

23.3%Volatility · 1Y17.8%

2.5%Yield1.8%

$42.0BAssets$40.6M

2–2level

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

Cost, Income and Risk

Fees: PSCC, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

PSCC0.29%$29

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

Yields: PSCC, FDIS, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

PSCC1.83%$183

FDIS0.76%$76

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PSCC$183 − $29 = $154

FDIS$76 − $8 = $68

KeptFee

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

Overlap: PSCC, FDIS, XLE

Today

0.0%most shared, PSCC and FDIS

PSCCFDISXLE

PSCC—0.0%0.0%

FDIS0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

PSCCWorst drop−13.1%17.8% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEPSCC

+40.6%Year to date+19.6%

2.5%Yield1.8%

+45.0%Past year+16.8%

0.08%Fee0.29%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$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

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