Compare · 2 funds side by side · dividends reinvested

XTN and FIDU

XTNSPDR×FIDUFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,510FIDU · best of the two

02 / 04

XTN and FIDU, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity MSCI Industrials Index ETFSectors · Industrials0.08%0.91%+11.0%+10.3%+22.7%+11.9%−12.4%18.3%$2.3B1.1

State Street SPDR S&P Transportation ETFSectors · Industrials0.35%0.74%+10.8%+19.1%+15.6%+2.9%−17.8%26.9%$220M1.9

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

End-of-day Nov 3, 2026 · returns include dividends · since: XTN 2011 · FIDU 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P Transportation ETF · $220M$11,515

XTN

FIDU

Fidelity MSCI Industrials Index ETF · $2.3B$17,510

$10,000 five years ago, dividends reinvested · they hold 12.8% in common

XTNMeasureFIDU

+10.8%Year to dateJan 1 → Nov 3+11.0%

+19.1%1 yearTotal return+10.3%

+15.6%3 years · per year$10,000 became $15,433 · $18,471+22.7%

+2.9%5 years · per year$10,000 became $11,515 · $17,510+11.9%

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

0.74%Trailing 12-mo yield$74 · $91 a year on $10k0.91%

−17.8%Worst dropSmaller is better−12.4%

26.9%VolatilityLower is calmer18.3%

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

1–7FIDU wins

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

More Ways to See the Pairs

XTN vs FIDU: Top 5 Holdings

Today

XTN

16.8%in top 5

FIDU

in top 519.5%

XTNStockFIDU

not top 5GE4.9%

not top 5CAT4.2%

not top 5RTX4.1%

4.0%RXOnot top 5

not top 5GEV3.5%

3.3%Rnot top 5

3.2%LUVnot top 5

3.2%LYFTnot top 5

3.1%UPSnot top 5

not top 5UNP2.7%

Held in common12.8%

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

XTN vs FIDU Returns, Every Period

SPDRXTN

+2.9%

5 years, per year

FIDUFidelity

+11.9%

5 years, per year

XTNFIDUFaded: behind in that period

1–3FIDU wins

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

XTN vs FIDU

YTD

SPDRXTN

+10.8%

FIDUFidelity

+11.0%

+10.8%Year to date+11.0%

−17.8%Worst drop · 1Y−12.4%

26.9%Volatility · 1Y18.3%

0.7%Yield0.9%

$220MAssets$2.3B

4–0FIDU wins

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

Cost, Income and Risk

Fees: XTN, FIDU

Today

0.08%lowest, FIDU

FundExpense ratioFee$10k

FIDU0.08%$8

XTN0.35%$35

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

Yields: XTN, FIDU

0.91%highest, FIDU

FundTrailing yieldYield$10k

FIDU0.91%$91

XTN0.74%$74

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

Income After Fees on $10,000

$83most kept, FIDU

FIDU$91 − $8 = $83

XTN$74 − $35 = $39

KeptFee

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

Overlap: XTN, FIDU

Today

12.8%most shared, XTN and FIDU

XTNFIDU

XTN—12.8%

FIDU12.8%—

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

Return vs Bumpiness: 2 ETFs

+19.1%XTN, at 26.9% volatility

FIDUWorst drop−12.4%18.3% vol

XTNWorst drop−17.8%26.9% vol

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

Paid More vs Made More

YTD

FIDUXTN

+11.0%Year to date+10.8%

0.9%Yield0.7%

+10.3%Past year+19.1%

0.08%Fee0.35%

3–1FIDU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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