Compare · 4 funds side by side · dividends reinvested

XLP, FDIS, XLV and XLE

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,379XLE · best of the four

02 / 04

XLP, FDIS, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.6B1.8

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.34%+24.0%+33.5%+17.2%+9.4%−10.5%16.6%$49.1B2.1

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.39%+20.6%+24.8%+13.8%+8.1%−9.7%15.6%$15.4B2.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.73%+4.4%+3.1%+18.2%+5.0%−15.5%19.4%$1.6B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: XLP 1998 · FDIS 2013 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Staples Select Sector SPDR ETF · $15.4B$14,765

XLP

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,774

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

XLPMeasureFDIS

+20.6%Year to dateJan 1 → Nov 4+4.4%

+24.8%1 yearTotal return+3.1%

+13.8%3 years · per year$10,000 became $14,746 · $16,516+18.2%

+8.1%5 years · per year$10,000 became $14,765 · $12,774+5.0%

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

2.39%Trailing 12-mo yield$239 · $73 a year on $10k0.73%

−9.7%Worst dropSmaller is better−15.5%

15.6%VolatilityLower is calmer19.4%

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

6–1XLP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLP vs FDIS: Top 5 Holdings

Today

XLP

42.5%in top 5

FDIS

in top 548.3%

XLPStockFDIS

not top 5AMZN21.6%

not top 5TSLA16.7%

11.4%WMTnot top 5

9.3%COSTnot top 5

7.7%PGnot top 5

7.5%KOnot top 5

6.6%PMnot top 5

not top 5HD5.0%

not top 5MCD2.8%

not top 5TJX2.3%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

XLP vs FDIS Returns, Every Period

SPDRXLP

+8.1%

5 years, per year

FDISFidelity

+5.0%

5 years, per year

XLPFDISFaded: behind in that period

3–1XLP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

XLP vs XLE

YTD

SPDRXLP

+20.6%

XLESPDR

+44.9%

+20.6%Year to date+44.9%

−9.7%Worst drop · 1Y−15.0%

15.6%Volatility · 1Y23.2%

2.4%Yield2.4%

$15.4BAssets$44.6B

2–1XLP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLP, FDIS, XLV, XLE

Today

0.08%lowest, XLP

FundExpense ratioFee$10k

XLP0.08%$8

FDIS0.08%$8

XLV0.08%$8

XLE0.08%$8

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: XLP, FDIS, XLV, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

XLP2.39%$239

XLV1.34%$134

FDIS0.73%$73

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

XLP$239 − $8 = $231

XLV$134 − $8 = $126

FDIS$73 − $8 = $65

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: XLP, FDIS, XLV, XLE

Today

0.0%most shared, XLP and FDIS

XLPFDISXLVXLE

XLP—0.0%0.0%0.0%

FDIS0.0%—0.0%0.0%

XLV0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+48.2%XLE, at 23.2% volatility

XLPWorst drop−9.7%15.6% vol

XLVWorst drop−10.5%16.6% vol

FDISWorst drop−15.5%19.4% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLV

+44.9%Year to date+24.0%

2.4%Yield1.3%

+48.2%Past year+33.5%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026