XLE vs FSTA

AXLE

BFSTA

Measures won3–2XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · FSTA $15,014

Lowest cost0.08%FSTA · $8 on $10k

Most income2.47%XLE · $247 on $10k

Smallest drop−9.4%FSTA · worst fall in 1Y

Held in common0.0%XLE and FSTA

XLE

FSTA

State Street Energy Select Sector SPDR ETF · $42.0BFidelity MSCI Consumer Staples Index ETF · $1.5B

+16.8%3 years · per year$15,939 · $14,837+14.1%

+20.7%5 years · per year$25,568 · $15,014+8.5%

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

2.47%12-mo yield$247 · $204 on $10k2.04%

−15.0%Worst dropSmaller wins−9.4%

23.3%VolatilityLower wins15.3%

3–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · FSTA

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

Held in common0.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.5B
3	FDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$42.0B
2	BFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.5B
3	FDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

XLE vs FSTA

XLE

Energy Select Sector SPDR

$25,569

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

MeasureXLEFSTA

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%2.04%

5 years, per year+20.7%+8.5%

3 years, per year+16.8%+14.1%

Worst drop · 1Y−15.0%−9.4%

Volatility · 1Y23.3%15.3%

3–2measures won
XLE first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FSTA, FDIS, XLE

Today

0.0%most shared, FSTA and FDIS

FSTAFDISXLE

FSTA—0.0%0.0%

FDIS0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FSTA$204 − $8 = $196

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee