Compare · 4 funds side by side · dividends reinvested

VDC, FDIS, XLF and XLE

VDCVanguard×FDISFidelity×XLFSPDR×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

VDC, FDIS, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.1

Vanguard Consumer Staples ETFSectors · Consumer0.09%1.97%+19.3%+22.6%+13.6%+8.5%−9.4%15.3%$7.4B2.4

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.2%+5.0%+16.0%+4.1%−15.5%19.7%$1.6B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VDC 2004 · FDIS 2013 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Consumer Staples ETF · $7.4B$15,007

VDC

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,238

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

VDCMeasureFDIS

+19.3%Year to dateJan 1 → Nov 9+3.2%

+22.6%1 yearTotal return+5.0%

+13.6%3 years · per year$10,000 became $14,654 · $15,592+16.0%

+8.5%5 years · per year$10,000 became $15,007 · $12,238+4.1%

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

1.97%Trailing 12-mo yield$197 · $74 a year on $10k0.74%

−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 9, 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 547.7%

VDCStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.0%

13.9%WMTnot top 5

12.1%COSTnot top 5

9.9%PGnot top 5

9.8%KOnot top 5

not top 5HD5.1%

4.8%PMnot top 5

not top 5MCD3.0%

not top 5TJX2.3%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

VDC vs FDIS Returns, Every Period

VanguardVDC

+8.5%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

VDCFDISFaded: behind in that period

3–1VDC wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VDC vs XLE

YTD

VanguardVDC

+19.3%

XLESPDR

+41.3%

+19.3%Year to date+41.3%

−9.4%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.3%

2.0%Yield2.5%

$7.4BAssets$40.5B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VDC, FDIS, XLF, XLE

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLF0.08%$8

XLE0.08%$8

VDC0.09%$9

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VDC, FDIS, XLF, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

VDC1.97%$197

XLF1.42%$142

FDIS0.74%$74

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

VDC$197 − $9 = $188

XLF$142 − $8 = $134

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VDC, FDIS, XLF, XLE

Today

0.0%most shared, VDC and FDIS

VDCFDISXLFXLE

VDC—0.0%0.0%0.0%

FDIS0.0%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

VDCWorst drop−9.4%15.3% vol

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVDC

+41.3%Year to date+19.3%

2.5%Yield2.0%

+44.3%Past year+22.6%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026