Compare · 3 funds side by side · dividends reinvested

XLY, FDIS and IMCG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$13,246IMCG · best of the three

02 / 04

XLY, FDIS and IMCG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Morningstar Mid-Cap Growth ETFUS Stock Styles · Mid cap0.06%0.66%+17.9%+14.6%+21.7%+5.8%−10.2%17.4%$4.1B1.3

State Street Consumer Discretionary Select Sector SPDR ETFSectors · Consumer0.08%0.80%−1.1%−1.4%+17.2%+4.4%−15.0%19.1%$22.7B2.3

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.76%+0.2%−0.1%+17.1%+4.1%−15.5%19.0%$1.6B2.4

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: XLY 1998 · FDIS 2013 · IMCG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street Consumer Discretionary Select Sector SPDR ETF · $22.7B$12,388

XLY

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$12,246

$10,000 five years ago, dividends reinvested · they hold 75.0% in common

XLYMeasureFDIS

−1.1%Year to dateJan 1 → Nov 3+0.2%

−1.4%1 yearTotal return−0.1%

+17.2%3 years · per year$10,000 became $16,081 · $16,040+17.1%

+4.4%5 years · per year$10,000 became $12,388 · $12,246+4.1%

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

0.80%Trailing 12-mo yield$80 · $76 a year on $10k0.76%

−15.0%Worst dropSmaller is better−15.5%

19.1%VolatilityLower is calmer19.0%

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

4–3XLY wins

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

More Ways to See the Pairs

XLY vs FDIS: Top 5 Holdings

Today

XLY

54.3%in top 5

FDIS

in top 547.9%

XLYStockFDIS

21.5%AMZN21.0%

18.8%TSLA16.8%

5.4%HD5.0%

4.4%MCD2.8%

4.1%TJX2.3%

Held in common75.0%

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

XLY vs FDIS Returns, Every Period

SPDRXLY

+4.4%

5 years, per year

FDISFidelity

+4.1%

5 years, per year

XLYFDISFaded: behind in that period

2–2Level

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

XLY vs FDIS

YTD

SPDRXLY

−1.1%

FDISFidelity

+0.2%

−1.1%Year to date+0.2%

−15.0%Worst drop · 1Y−15.5%

19.1%Volatility · 1Y19.0%

0.8%Yield0.8%

$22.7BAssets$1.6B

2–1FDIS wins

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

Cost, Income and Risk

Fees: XLY, FDIS, IMCG

Today

0.06%lowest, IMCG

FundExpense ratioFee$10k

IMCG0.06%$6

XLY0.08%$8

FDIS0.08%$8

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

Yields: XLY, FDIS, IMCG

0.80%highest, XLY

FundTrailing yieldYield$10k

XLY0.80%$80

FDIS0.76%$76

IMCG0.66%$66

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

Income After Fees on $10,000

$72most kept, XLY

XLY$80 − $8 = $72

FDIS$76 − $8 = $68

IMCG$66 − $6 = $60

KeptFee

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

Overlap: XLY, FDIS, IMCG

Today

75.0%most shared, XLY and FDIS

XLYFDISIMCG

XLY—75.0%10.1%

FDIS75.0%—9.3%

IMCG10.1%9.3%—

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

Return vs Bumpiness: 3 ETFs

+14.6%IMCG, at 17.4% volatility

IMCGWorst drop−10.2%17.4% vol

FDISWorst drop−15.5%19.0% vol

XLYWorst drop−15.0%19.1% vol

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

Paid More vs Made More

YTD

XLYIMCG

−1.1%Year to date+17.9%

0.8%Yield0.7%

−1.4%Past year+14.6%

0.08%Fee0.06%

3–1IMCG 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