Compare · 3 funds side by side · dividends reinvested

XLE, FDIS and XLV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

XLE, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.6%+16.0%+8.6%−10.5%16.8%$49.1B1.8

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.3%+0.9%+16.3%+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 5, 2026 · returns include dividends · since: XLE 1998 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

XLE

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,115

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

XLEMeasureFDIS

+40.6%Year to dateJan 1 → Nov 5+0.3%

+45.4%1 yearTotal return+0.9%

+16.7%3 years · per year$10,000 became $15,905 · $15,748+16.3%

+20.5%5 years · per year$10,000 became $25,404 · $12,115+3.9%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.47%Trailing 12-mo yield$247 · $76 a year on $10k0.76%

−15.0%Worst dropSmaller is better−15.5%

23.3%VolatilityLower is calmer19.7%

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

6–1XLE wins

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

More Ways to See the Pairs

XLE vs FDIS: Top 5 Holdings

Today

XLE

59.2%in top 5

FDIS

in top 547.7%

XLEStockFDIS

24.3%XOMnot top 5

not top 5AMZN22.0%

18.6%CVXnot top 5

not top 5TSLA15.5%

7.1%COPnot top 5

not top 5HD5.1%

4.6%PSXnot top 5

4.5%MPCnot top 5

not top 5MCD2.9%

not top 5TJX2.3%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

XLE vs FDIS Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

FDISFidelity

+3.9%

5 years, per year

XLEFDISFaded: behind in that period

4–0XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

XLE vs XLV

YTD

SPDRXLE

+40.6%

XLVSPDR

+20.9%

+40.6%Year to date+20.9%

−15.0%Worst drop · 1Y−10.5%

23.3%Volatility · 1Y16.8%

2.5%Yield1.4%

$44.1BAssets$49.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, FDIS, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FDIS0.08%$8

XLV0.08%$8

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLE, FDIS, XLV

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLV1.38%$138

FDIS0.76%$76

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLV$138 − $8 = $130

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLE, FDIS, XLV

Today

0.0%most shared, XLE and FDIS

XLEFDISXLV

XLE—0.0%0.0%

FDIS0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

XLVWorst drop−10.5%16.8% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+40.6%Year to date+20.9%

2.5%Yield1.4%

+45.4%Past year+29.6%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026