Compare · 3 funds side by side · dividends reinvested

PSL, FDIS and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,652XLV · best of the three

02 / 04

PSL, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B1.4

Invesco Dorsey Wright Consumer Staples Momentum ETFSectors · Consumer0.76%0.69%+16.4%+14.2%+14.5%+6.5%−9.2%14.0%$81M2.1

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$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 4, 2026 · returns include dividends · since: PSL 2006 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Dorsey Wright Consumer Staples Momentum ETF · $81M$13,705

PSL

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,774

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

PSLMeasureFDIS

+16.4%Year to dateJan 1 → Nov 4+4.4%

+14.2%1 yearTotal return+3.1%

+14.5%3 years · per year$10,000 became $14,999 · $16,516+18.2%

+6.5%5 years · per year$10,000 became $13,705 · $12,774+5.0%

0.76%Expense ratio$76 · $8 a year on $10k · lower is better0.08%

0.69%Trailing 12-mo yield$69 · $73 a year on $10k0.73%

−9.2%Worst dropSmaller is better−15.5%

14.0%VolatilityLower is calmer19.4%

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

5–3PSL wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSL vs FDIS: Top 5 Holdings

Today

PSL

18.8%in top 5

FDIS

in top 548.3%

PSLStockFDIS

not top 5AMZN21.6%

not top 5TSLA16.7%

not top 5HD5.0%

4.1%CASYnot top 5

3.8%USFDnot top 5

3.7%ELnot top 5

3.7%BJnot top 5

3.6%PMnot top 5

not top 5MCD2.8%

not top 5TJX2.3%

Held in common1.0%

End-of-day Nov 4, 2026 · share of each fund

PSL vs FDIS Returns, Every Period

InvescoPSL

+6.5%

5 years, per year

FDISFidelity

+5.0%

5 years, per year

PSLFDISFaded: behind in that period

3–1PSL wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSL vs XLV

YTD

InvescoPSL

+16.4%

XLVSPDR

+24.0%

+16.4%Year to date+24.0%

−9.2%Worst drop · 1Y−10.5%

14.0%Volatility · 1Y16.6%

0.7%Yield1.3%

$81.2MAssets$49.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSL, FDIS, XLV

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLV0.08%$8

PSL0.76%$76

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSL, FDIS, XLV

1.34%highest, XLV

FundTrailing yieldYield$10k

XLV1.34%$134

FDIS0.73%$73

PSL0.69%$69

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$126most kept, XLV

XLV$134 − $8 = $126

FDIS$73 − $8 = $65

PSL$69 − $76 = −$7

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSL, FDIS, XLV

Today

1.0%most shared, PSL and FDIS

PSLFDISXLV

PSL—1.0%0.0%

FDIS1.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+33.5%XLV, at 16.6% volatility

PSLWorst drop−9.2%14.0% vol

XLVWorst drop−10.5%16.6% vol

FDISWorst drop−15.5%19.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLVPSL

+24.0%Year to date+16.4%

1.3%Yield0.7%

+33.5%Past year+14.2%

0.08%Fee0.76%

4–0XLV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026