Compare · 2 funds side by side · dividends reinvested

XLI and FIDU

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,687XLI · best of the two

02 / 04

XLI and FIDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Industrial Select Sector SPDR ETFSectors · Industrials0.08%1.10%+11.3%+11.7%+22.8%+12.1%−12.2%17.3%$31.5B1.0

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: XLI 1998 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street Industrial Select Sector SPDR ETF · $31.5B$17,687

XLI

FIDU

Fidelity MSCI Industrials Index ETF · $2.3B$17,510

$10,000 five years ago, dividends reinvested · they hold 75.3% in common

XLIMeasureFIDU

+11.3%Year to dateJan 1 → Nov 3+11.0%

+11.7%1 yearTotal return+10.3%

+22.8%3 years · per year$10,000 became $18,519 · $18,471+22.7%

+12.1%5 years · per year$10,000 became $17,687 · $17,510+11.9%

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

1.10%Trailing 12-mo yield$110 · $91 a year on $10k0.91%

−12.2%Worst dropSmaller is better−12.4%

17.3%VolatilityLower is calmer18.3%

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

7–0XLI wins

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

More Ways to See the Pairs

XLI vs FIDU: Top 5 Holdings

Today

XLI

24.2%in top 5

FIDU

in top 519.5%

XLIStockFIDU

6.0%GE4.9%

5.5%CAT4.2%

5.0%RTX4.1%

4.4%GEV3.5%

3.3%UNP2.7%

Held in common75.3%

End-of-day Nov 3, 2026 · share of each fund

XLI vs FIDU Returns, Every Period

SPDRXLI

+12.1%

5 years, per year

FIDUFidelity

+11.9%

5 years, per year

XLIFIDUFaded: behind in that period

4–0XLI wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

XLI vs FIDU

YTD

SPDRXLI

+11.3%

FIDUFidelity

+11.0%

+11.3%Year to date+11.0%

−12.2%Worst drop · 1Y−12.4%

17.3%Volatility · 1Y18.3%

1.1%Yield0.9%

$31.5BAssets$2.3B

4–0XLI wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLI, FIDU

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

FIDU0.08%$8

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: XLI, FIDU

1.10%highest, XLI

FundTrailing yieldYield$10k

XLI1.10%$110

FIDU0.91%$91

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, XLI

XLI$110 − $8 = $102

FIDU$91 − $8 = $83

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: XLI, FIDU

Today

75.3%most shared, XLI and FIDU

XLIFIDU

XLI—75.3%

FIDU75.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.7%XLI, at 17.3% volatility

XLIWorst drop−12.2%17.3% vol

FIDUWorst drop−12.4%18.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLIFIDU

+11.3%Year to date+11.0%

1.1%Yield0.9%

+11.7%Past year+10.3%

0.08%Fee0.08%

3–0XLI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$128B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$42.5BAssets$46.2B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$814B

0–0level

End-of-day Nov 3, 2026