Compare · 3 funds side by side · dividends reinvested

XLE, FDIS and XLV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.37% · $237 a year on $10k

Story of the three · RiskSmallest drop

XLE, FDIS and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.36%+22.8%+26.7%+15.4%+8.7%−10.5%16.8%$50.5B1.6

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+2.5%+2.4%+14.7%+3.5%−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 12, 2026 · returns include dividends · since: XLE 1998 · FDIS 2013 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

XLE

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$11,856

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

XLE

More Ways to See the Pairs

XLE vs FDIS: Top 5 Holdings

Today

XLE

58.8%in top 5

FDIS

in top 548.3%

XLEStockFDIS

24.0%XOMnot top 5

not top 5AMZN22.3%

18.4%CVXnot top 5

not top 5TSLA15.9%

7.2%COPnot top 5

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 12, 2026 · fee on $10,000 a year

Yields: XLE, FDIS, XLV

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

FDIS

+46.7%Year to dateJan 1 → Nov 12+2.5%

+44.6%1 yearTotal return+2.4%

+19.1%3 years · per year$10,000 became $16,880 · $15,093+14.7%

+21.7%5 years · per year$10,000 became $26,671 · $11,856+3.5%

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

2.37%Trailing 12-mo yield$237 · $74 a year on $10k0.74%

−15.0%Worst dropSmaller is better−15.5%

23.4%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 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5HD5.1%

4.7%MPCnot top 5

4.6%PSXnot top 5

not top 5MCD2.9%

not top 5TJX2.2%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

XLE vs FDIS Returns, Every Period

5Y

SPDRXLE

+21.7%

5 years, per year

FDISFidelity

+3.5%

5 years, per year

XLEFDISFaded: behind in that period

4–0XLE wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

XLE vs XLV

YTD

SPDRXLE

+46.7%

XLVSPDR

+22.8%

+46.7%Year to date+22.8%

−15.0%Worst drop · 1Y−10.5%

23.4%Volatility · 1Y16.8%

2.4%Yield1.4%

$41.6BAssets$50.5B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

XLV1.36%$136

FDIS0.74%$74

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

XLV$136 − $8 = $128

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

XLVWorst drop−10.5%16.8% vol

FDISWorst drop−15.5%19.7% vol

XLEWorst drop−15.0%23.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+46.7%Year to date+22.8%

2.4%Yield1.4%

+44.6%Past year+26.7%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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XLE, FDIS and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three