Compare · 3 funds side by side · dividends reinvested

RTH, FDIS and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

RTH, FDIS and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.5

VanEck Retail ETFSectors · Consumer0.35%0.85%+13.9%+13.6%+19.1%+9.7%−8.7%14.7%$256M1.8

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: RTH 2011 · FDIS 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

FDIS

RTH

VanEck Retail ETF · $256M$15,918

$10,000 five years ago, dividends reinvested · they hold 33.8% in common

FDISMeasure

More Ways to See the Pairs

FDIS vs RTH: Top 5 Holdings

Today

FDIS

47.9%in top 5

RTH

in top 550.7%

FDISStockRTH

22.3%AMZN19.2%

15.4%TSLAnot top 5

not top 5WMT12.2%

not top 5COST9.3%

5.1%HD

Cost, Income and Risk

Fees: RTH, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

RTH0.35%$35

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

Yields: RTH, FDIS, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

RTH

+3.1%Year to dateJan 1 → Nov 10+13.9%

+4.6%1 yearTotal return+13.6%

+15.3%3 years · per year$10,000 became $15,335 · $16,911+19.1%

+4.2%5 years · per year$10,000 became $12,313 · $15,918+9.7%

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

0.74%Trailing 12-mo yield$74 · $85 a year on $10k0.85%

−15.5%Worst dropSmaller is better−8.7%

19.7%VolatilityLower is calmer14.7%

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

1–7RTH wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.2%

2.2%TJX5.0%

2.9%MCDnot top 5

Held in common33.8%

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

FDIS vs RTH Returns, Every Period

5Y

FidelityFDIS

+4.2%

5 years, per year

RTHVanEck

+9.7%

5 years, per year

FDISRTHFaded: behind in that period

0–4RTH wins

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

FDIS vs XLE

YTD

FidelityFDIS

+3.1%

XLESPDR

+41.9%

+3.1%Year to date+41.9%

−15.5%Worst drop · 1Y−15.0%

19.7%Volatility · 1Y23.3%

0.7%Yield2.4%

$1.6BAssets$40.5B

3–1XLE wins

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

1Y

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

RTH0.85%$85

FDIS0.74%$74

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

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

FDIS$74 − $8 = $66

RTH$85 − $35 = $50

KeptFee

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

Overlap: RTH, FDIS, XLE

Today

33.8%most shared, RTH and FDIS

RTHFDISXLE

RTH—33.8%0.0%

FDIS33.8%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

RTHWorst drop−8.7%14.7% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLERTH

+41.9%Year to date+13.9%

2.4%Yield0.9%

+42.9%Past year+13.6%

0.08%Fee0.35%

4–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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RTH, FDIS and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three