Compare · 3 funds side by side · dividends reinvested

VDC, 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

VDC, 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

Vanguard Consumer Staples ETFSectors · Consumer0.09%1.99%+18.1%+20.6%+13.7%+8.3%−9.4%15.3%$7.4B2.0

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.1%−0.6%+15.8%+3.9%−15.5%19.7%$1.6B2.5

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: VDC 2004 · FDIS 2013 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Consumer Staples ETF · $7.4B$14,896

VDC

FDIS

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

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

VDCMeasureFDIS

+18.1%Year to dateJan 1 → Nov 6+0.1%

+20.6%1 yearTotal return−0.6%

+13.7%3 years · per year$10,000 became $14,706 · $15,537+15.8%

+8.3%5 years · per year$10,000 became $14,896 · $12,079+3.9%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

1.99%Trailing 12-mo yield$199 · $76 a year on $10k0.76%

−9.4%Worst dropSmaller is better−15.5%

15.3%VolatilityLower is calmer19.7%

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

6–2VDC wins

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

More Ways to See the Pairs

VDC vs FDIS: Top 5 Holdings

Today

VDC

50.5%in top 5

FDIS

in top 547.2%

VDCStockFDIS

not top 5AMZN22.4%

not top 5TSLA14.4%

13.9%WMTnot top 5

12.1%COSTnot top 5

9.9%PGnot top 5

9.8%KOnot top 5

not top 5HD5.2%

4.8%PMnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

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

VDC vs FDIS Returns, Every Period

VanguardVDC

+8.3%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

VDCFDISFaded: behind in that period

3–1VDC wins

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

VDC vs XLE

YTD

VanguardVDC

+18.1%

XLESPDR

+40.6%

+18.1%Year to date+40.6%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

2.0%Yield2.5%

$7.4BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: VDC, FDIS, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

VDC0.09%$9

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

Yields: VDC, FDIS, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VDC1.99%$199

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

VDC$199 − $9 = $190

FDIS$76 − $8 = $68

KeptFee

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

Overlap: VDC, FDIS, XLE

Today

0.0%most shared, VDC and FDIS

VDCFDISXLE

VDC—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

VDCWorst drop−9.4%15.3% 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

XLEVDC

+40.6%Year to date+18.1%

2.5%Yield2.0%

+45.0%Past year+20.6%

0.08%Fee0.09%

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