Compare · 3 funds side by side · dividends reinvested

XLI, FIDU and XLF

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

02 / 04

XLI, FIDU and XLF, 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%$31.5B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.9%+24.0%+9.0%−14.8%14.6%$54.2B1.9

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B2.4

Rank among the three1st → 3rdFee, 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 · XLF 1998

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 XLF

YTD

SPDRXLI

+11.3%

XLFSPDR

+5.7%

+11.3%Year to date+5.7%

−12.2%Worst drop · 1Y−14.8%

17.3%Volatility · 1Y14.6%

1.1%Yield1.4%

$31.5BAssets$54.2B

2–2level

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

Cost, Income and Risk

Fees: XLI, FIDU, XLF

Today

0.08%lowest, XLI

FundExpense ratioFee$10k

XLI0.08%$8

FIDU0.08%$8

XLF0.08%$8

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

Yields: XLI, FIDU, XLF

1.44%highest, XLF

FundTrailing yieldYield$10k

XLF1.44%$144

XLI1.10%$110

FIDU0.91%$91

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

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

XLI$110 − $8 = $102

FIDU$91 − $8 = $83

KeptFee

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

Overlap: XLI, FIDU, XLF

Today

75.3%most shared, XLI and FIDU

XLIFIDUXLF

XLI—75.3%0.0%

FIDU75.3%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+11.7%XLI, at 17.3% volatility

XLFWorst drop−14.8%14.6% vol

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

XLFXLI

+5.7%Year to date+11.3%

1.4%Yield1.1%

+10.9%Past year+11.7%

0.08%Fee0.08%

2–1XLI wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

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%

$41.8BAssets$46.0B

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$798B

0–0level

End-of-day Nov 3, 2026