FDIS vs XLE

AFDIS

BXLE

Measures won2–3XLE wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · FDIS $12,774

Lowest cost0.08%FDIS · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−15.0%XLE · worst fall in 1Y

Held in common0.0%FDIS and XLE

FDIS

XLE

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BState Street Energy Select Sector SPDR ETF · $44.6B

+18.2%3 years · per year$16,516 · $16,447+18.0%

+5.0%5 years · per year$12,774 · $26,379+21.4%

0.08%Expense ratio$8 · $8 on $10k · lower wins0.08%

0.73%12-mo yield$73 · $240 on $10k2.40%

−15.5%Worst dropSmaller wins−15.0%

19.4%VolatilityLower wins23.2%

2–3XLE wins

$10,000 · 5 yearsOne scale

Shared top holdingsFDIS · XLE

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.6B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk		0.08%	2.40%	−4.7%	+44.9%	+48.2%	+18.0%	+21.4%	−15.0%	$44.6B
2	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk		0.08%	0.73%	+4.1%	+4.4%	+3.1%	+18.2%	+5.0%	−15.5%	$1.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDIS vs XLE

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

XLE

Energy Select Sector SPDR

$26,379

MeasureFDISXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.73%2.40%

5 years, per year+5.0%+21.4%

3 years, per year+18.2%+18.0%

Worst drop · 1Y−15.5%−15.0%

Volatility · 1Y19.4%23.2%

3–2measures won
XLE first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: FDIS, XLE

Today

0.0%most shared, FDIS and XLE

FDISXLE

FDIS—0.0%

XLE0.0%—

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

FDIS$73 − $8 = $65

KeptFee

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