Compare · 4 funds side by side · dividends reinvested

XRT, FDIS, XLE and XLF

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$26,590XLE · best of the four

Story of the four · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

Story of the four · RiskSmallest drop

XRT, FDIS, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$42.1B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.5%+11.1%+22.2%+9.8%−14.8%15.3%$54.2B1.8

State Street SPDR S&P Retail ETFSectors · Consumer0.35%0.82%+7.5%+12.7%+16.0%−0.6%−13.5%21.5%$675M2.9

Fidelity MSCI Consumer Discretionary Index ETFSectors · Consumer0.08%0.75%+2.2%+2.8%+14.7%+3.3%−15.5%19.7%$1.6B3.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: XRT 2006 · FDIS 2013 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P Retail ETF · $675M$9,681

XRT

More Ways to See the Pairs

XRT vs FDIS: Top 5 Holdings

Today

XRT

9.2%in top 5

FDIS

in top 548.3%

XRTStockFDIS

not top 5AMZN22.3%

not top 5TSLA15.9%

not top 5HD5.1%

not top 5MCD2.9%

not top 5TJX2.2%

Cost, Income and Risk

Fees: XRT, FDIS, XLE, XLF

Today

0.08%lowest, FDIS

FundExpense ratioFee$10k

FDIS0.08%$8

XLE0.08%$8

XLF0.08%$8

XRT0.35%$35

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

+48.2%Year to date+46.1%

2.3%Yield2.3%

$42.1BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

FDIS

Fidelity MSCI Consumer Discretionary Index ETF · $1.6B$11,738

$10,000 five years ago, dividends reinvested · they hold 14.0% in common

XRTMeasureFDIS

+7.5%Year to dateJan 1 → Nov 13+2.2%

+12.7%1 yearTotal return+2.8%

+16.0%3 years · per year$10,000 became $15,617 · $15,108+14.7%

−0.6%5 years · per year$10,000 became $9,681 · $11,738+3.3%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

0.82%Trailing 12-mo yield$82 · $75 a year on $10k0.75%

−13.5%Worst dropSmaller is better−15.5%

21.5%VolatilityLower is calmer19.7%

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

5–3XRT wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.0%REALnot top 5

1.9%VSXYnot top 5

1.8%KSSnot top 5

1.8%UPBDnot top 5

1.7%ASOnot top 5

Held in common14.0%

End-of-day Nov 13, 2026 · share of each fund

XRT vs FDIS Returns, Every Period

5Y

SPDRXRT

−0.6%

5 years, per year

FDISFidelity

+3.3%

5 years, per year

XRTFDISFaded: behind in that period

3–1XRT wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

XRT vs XLE

YTD

SPDRXRT

+7.5%

XLESPDR

+48.2%

+7.5%Year to date+48.2%

−13.5%Worst drop · 1Y−15.0%

21.5%Volatility · 1Y23.3%

0.8%Yield2.3%

$675MAssets$42.1B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: XRT, FDIS, XLE, XLF

1Y

2.35%highest, XLE

FundTrailing yieldYield$10k

XLE2.35%$235

XLF1.41%$141

XRT0.82%$82

FDIS0.75%$75

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

XLF$141 − $8 = $133

FDIS$75 − $8 = $67

XRT$82 − $35 = $47

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: XRT, FDIS, XLE, XLF

Today

14.0%most shared, XRT and FDIS

XRTFDISXLEXLF

XRT—14.0%0.0%0.0%

FDIS14.0%—0.0%0.0%

XLE0.0%0.0%—0.0%

XLF0.0%0.0%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+48.0%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

FDISWorst drop−15.5%19.7% vol

XRTWorst drop−13.5%21.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLF

+48.2%Year to date+8.5%

2.3%Yield1.4%

+48.0%Past year+11.1%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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XRT, FDIS, XLE and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four