Compare · 3 funds side by side · dividends reinvested

PSL, 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

PSL, 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 Dorsey Wright Consumer Staples Momentum ETFSectors · Consumer0.76%0.71%+13.5%+10.6%+13.5%+5.7%−9.2%14.1%$83M2.1

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: PSL 2006 · 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

PSL

Invesco Dorsey Wright Consumer Staples Momentum ETF · $83M$13,178

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

XLEMeasurePSL

+40.6%Year to dateJan 1 → Nov 6+13.5%

+45.0%1 yearTotal return+10.6%

+16.8%3 years · per year$10,000 became $15,939 · $14,626+13.5%

+20.7%5 years · per year$10,000 became $25,568 · $13,178+5.7%

0.08%Expense ratio$8 · $76 a year on $10k · lower is better0.76%

2.47%Trailing 12-mo yield$247 · $71 a year on $10k0.71%

−15.0%Worst dropSmaller is better−9.2%

23.3%VolatilityLower is calmer14.1%

XLEPSL 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 PSL: Top 5 Holdings

Today

XLE

59.5%in top 5

PSL

in top 519.5%

XLEStockPSL

24.4%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.5%MPCnot top 5

not top 5CASY4.2%

not top 5USFD4.0%

not top 5PFGC3.9%

not top 5EL3.7%

not top 5BJ3.7%

Held in common0.0%

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

XLE vs PSL Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

PSLInvesco

+5.7%

5 years, per year

XLEPSLFaded: behind in that period

4–0XLE wins

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

XLE vs FDIS

YTD

SPDRXLE

+40.6%

FDISFidelity

+0.1%

+40.6%Year to date+0.1%

−15.0%Worst drop · 1Y−15.5%

23.3%Volatility · 1Y19.7%

2.5%Yield0.8%

$42.0BAssets$1.6B

3–1XLE wins

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

Cost, Income and Risk

Fees: PSL, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

PSL0.76%$76

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

Yields: PSL, FDIS, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIS0.76%$76

PSL0.71%$71

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

PSL$71 − $76 = −$5

KeptFee

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

Overlap: PSL, FDIS, XLE

Today

0.9%most shared, PSL and FDIS

PSLFDISXLE

PSL—0.9%0.0%

FDIS0.9%—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

PSLWorst drop−9.2%14.1% 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

XLEPSL

+40.6%Year to date+13.5%

2.5%Yield0.7%

+45.0%Past year+10.6%

0.08%Fee0.76%

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