Compare · 3 funds side by side · dividends reinvested

XLF, FDIS and XLI

02 / 04

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,097XLI · best of the three

Story of the three · IncomeMost incomeXLF · 1.41% · $141 a year on $10k

Story of the three · RiskSmallest drop

XLF, FDIS and XLI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B1.4

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.12%+9.7%+10.6%+20.2%+11.3%−12.7%18.3%$31.1B1.5

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.75%+2.2%+2.8%+14.7%+3.3%−15.5%19.7%$1.6B2.8

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: XLF 1998 · FDIS 2013 · XLI 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$11,738

FDIS

XLF

State Street Financial Select Sector SPDR ETF · $54.2B$15,980

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

FDIS

More Ways to See the Pairs

FDIS vs XLF: Top 5 Holdings

Today

FDIS

48.3%in top 5

XLF

in top 543.6%

FDISStockXLF

22.3%AMZNnot top 5

15.9%TSLAnot top 5

not top 5BRK-B13.3%

not top 5JPM11.1%

not top 5V8.8%

Cost, Income and Risk

Fees: XLF, FDIS, XLI

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

FDIS0.08%$8

XLI0.08%$8

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: XLF, FDIS, XLI

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Measure

XLF

+2.2%Year to dateJan 1 → Nov 13+8.5%

+2.8%1 yearTotal return+11.1%

+14.7%3 years · per year$10,000 became $15,108 · $18,263+22.2%

+3.3%5 years · per year$10,000 became $11,738 · $15,980+9.8%

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

0.75%Trailing 12-mo yield$75 · $141 a year on $10k1.41%

−15.5%Worst dropSmaller is better−14.8%

19.7%VolatilityLower is calmer15.3%

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

0–7XLF wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA6.5%

5.1%HDnot top 5

not top 5BAC4.0%

2.9%MCDnot top 5

2.2%TJXnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

FDIS vs XLF Returns, Every Period

5Y

FidelityFDIS

+3.3%

5 years, per year

XLFSPDR

+9.8%

5 years, per year

FDISXLFFaded: behind in that period

0–4XLF wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

FDIS vs XLF

YTD

FidelityFDIS

+2.2%

XLFSPDR

+8.5%

+2.2%Year to date+8.5%

−15.5%Worst drop · 1Y−14.8%

19.7%Volatility · 1Y15.3%

0.7%Yield1.4%

$1.6BAssets$54.2B

4–0XLF wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1.41%highest, XLF

FundTrailing yieldYield$10k

XLF1.41%$141

XLI1.12%$112

FDIS0.75%$75

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$133most kept, XLF

XLF$141 − $8 = $133

XLI$112 − $8 = $104

FDIS$75 − $8 = $67

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XLF, FDIS, XLI

Today

0.0%most shared, XLF and FDIS

XLFFDISXLI

XLF—0.0%0.0%

FDIS0.0%—0.0%

XLI0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+11.1%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

XLIWorst drop−12.7%18.3% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLFXLI

+8.5%Year to date+9.7%

1.4%Yield1.1%

+11.1%Past year+10.6%

0.08%Fee0.08%

2–1XLF wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

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XLF, FDIS and XLI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three