Compare · 3 funds side by side · dividends reinvested

XLF, FDIS and XLI

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,297XLI · best of the three

Story of the three · IncomeMost incomeXLF · 1.42% · $142 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%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.4

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.12%+9.6%+11.3%+20.1%+11.6%−12.7%18.2%$29.5B1.5

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.74%+3.1%+4.6%+15.3%+4.2%−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 10, 2026 · returns include dividends · since: XLF 1998 · FDIS 2013 · XLI 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

XLF

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,313

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

XLF

More Ways to See the Pairs

XLF vs FDIS: Top 5 Holdings

Today

XLF

43.6%in top 5

FDIS

in top 547.9%

XLFStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.4%

13.1%BRK-Bnot top 5

11.1%JPMnot top 5

8.8%Vnot top 5

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 10, 2026 · fee on $10,000 a year

Yields: XLF, FDIS, XLI

1Y

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Measure

FDIS

+7.7%Year to dateJan 1 → Nov 10+3.1%

+12.2%1 yearTotal return+4.6%

+21.8%3 years · per year$10,000 became $18,086 · $15,335+15.3%

+9.5%5 years · per year$10,000 became $15,733 · $12,313+4.2%

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

1.42%Trailing 12-mo yield$142 · $74 a year on $10k0.74%

−14.8%Worst dropSmaller is better−15.5%

15.3%VolatilityLower is calmer19.7%

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

7–0XLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

6.5%MAnot top 5

not top 5HD5.1%

4.0%BACnot top 5

not top 5MCD2.9%

not top 5TJX2.2%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

XLF vs FDIS Returns, Every Period

5Y

SPDRXLF

+9.5%

5 years, per year

FDISFidelity

+4.2%

5 years, per year

XLFFDISFaded: behind in that period

4–0XLF wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

XLF vs XLI

YTD

SPDRXLF

+7.7%

XLISPDR

+9.6%

+7.7%Year to date+9.6%

−14.8%Worst drop · 1Y−12.7%

15.3%Volatility · 1Y18.2%

1.4%Yield1.1%

$53.4BAssets$29.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1.42%highest, XLF

FundTrailing yieldYield$10k

XLF1.42%$142

XLI1.12%$112

FDIS0.74%$74

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$134most kept, XLF

XLF$142 − $8 = $134

XLI$112 − $8 = $104

FDIS$74 − $8 = $66

KeptFee

End-of-day Nov 10, 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 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.2%XLF, at 15.3% volatility

XLFWorst drop−14.8%15.3% vol

XLIWorst drop−12.7%18.2% vol

FDISWorst drop−15.5%19.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLFXLI

+7.7%Year to date+9.6%

1.4%Yield1.1%

+12.2%Past year+11.3%

0.08%Fee0.08%

2–1XLF wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 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