Compare · 2 funds side by side · dividends reinvested

XLP and FXD

XLPSPDR×FXDFirst Trust×

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,535XLP · best of the two

02 / 04

XLP and FXD, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Consumer Staples Select Sector SPDR ETFSectors · Consumer0.08%2.42%+19.2%+23.5%+12.8%+7.8%−9.7%15.7%$14.5B1.1

First Trust Consumer Discretionary AlphaDEX FundSectors · Consumer0.60%0.66%+6.2%+13.0%+14.6%+3.7%−13.9%21.1%$267M1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: XLP 1998 · FXD 2007

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Staples Select Sector SPDR ETF · $14.5B$14,535

XLP

FXD

First Trust Consumer Discretionary AlphaDEX Fund · $267M$11,984

$10,000 five years ago, dividends reinvested · they hold 4.3% in common

XLPMeasureFXD

+19.2%Year to dateJan 1 → Nov 9+6.2%

+23.5%1 yearTotal return+13.0%

+12.8%3 years · per year$10,000 became $14,354 · $15,070+14.6%

+7.8%5 years · per year$10,000 became $14,535 · $11,984+3.7%

0.08%Expense ratio$8 · $60 a year on $10k · lower is better0.60%

2.42%Trailing 12-mo yield$242 · $66 a year on $10k0.66%

−9.7%Worst dropSmaller is better−13.9%

15.7%VolatilityLower is calmer21.1%

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

7–1XLP wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLP vs FXD: Top 5 Holdings

Today

XLP

42.2%in top 5

FXD

in top 58.6%

XLPStockFXD

11.3%WMTnot top 5

9.4%COSTnot top 5

7.8%PGnot top 5

7.5%KOnot top 5

6.2%PMnot top 5

not top 5CROX1.8%

not top 5SIRI1.7%

not top 5SN1.7%

not top 5MAT1.7%

not top 5CCL1.7%

Held in common4.3%

End-of-day Nov 9, 2026 · share of each fund

XLP vs FXD Returns, Every Period

SPDRXLP

+7.8%

5 years, per year

FXDFirst Trust

+3.7%

5 years, per year

XLPFXDFaded: behind in that period

3–1XLP wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLP vs FXD

YTD

SPDRXLP

+19.2%

FXDFirst Trust

+6.2%

+19.2%Year to date+6.2%

−9.7%Worst drop · 1Y−13.9%

15.7%Volatility · 1Y21.1%

2.4%Yield0.7%

$14.5BAssets$267M

4–0XLP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLP, FXD

Today

0.08%lowest, XLP

FundExpense ratioFee$10k

XLP0.08%$8

FXD0.60%$60

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: XLP, FXD

2.42%highest, XLP

FundTrailing yieldYield$10k

XLP2.42%$242

FXD0.66%$66

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$234most kept, XLP

XLP$242 − $8 = $234

FXD$66 − $60 = $6

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: XLP, FXD

Today

4.3%most shared, XLP and FXD

XLPFXD

XLP—4.3%

FXD4.3%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%XLP, at 15.7% volatility

XLPWorst drop−9.7%15.7% vol

FXDWorst drop−13.9%21.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLPFXD

+19.2%Year to date+6.2%

2.4%Yield0.7%

+23.5%Past year+13.0%

0.08%Fee0.60%

4–0XLP wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026