FSTA vs XLE

AFSTA

BXLE

Measures won2–3XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · FSTA $14,951

Lowest cost0.08%FSTA · $8 on $10k

Most income2.46%XLE · $246 on $10k

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

Held in common0.0%FSTA and XLE

FSTA

XLE

Fidelity MSCI Consumer Staples Index ETF · $1.5BState Street Energy Select Sector SPDR ETF · $40.5B

+13.5%3 years · per year$14,629 · $15,555+15.9%

+8.4%5 years · per year$14,951 · $25,271+20.4%

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

2.04%12-mo yield$204 · $246 on $10k2.46%

−9.4%Worst dropSmaller wins−15.0%

15.3%VolatilityLower wins23.3%

2–3XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · XLE

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

Held in common0.0%

End-of-day Nov 9, 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	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	+1.0%	+19.5%	+22.7%	+13.5%	+8.4%	−9.4%	$1.5B
3	IYC	iShares U.S. Consumer Discretionary ETFRead Desk	0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BXLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.46%	+0.5%	+41.3%	+44.3%	+15.9%	+20.4%	−15.0%	$40.5B
2	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	+1.0%	+19.5%	+22.7%	+13.5%	+8.4%	−9.4%	$1.5B
3	IYC	iShares U.S. Consumer Discretionary ETFRead Desk	0.37%	0.50%	+2.5%	+3.1%	+4.9%	+17.3%	+5.1%	−12.0%	$1.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FSTA vs XLE

FSTA

Fidelity MSCI Consumer Staples Index

$14,951

XLE

Energy Select Sector SPDR

$25,271

MeasureFSTAXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.04%2.46%

5 years, per year+8.4%+20.4%

3 years, per year+13.5%+15.9%

Worst drop · 1Y−9.4%−15.0%

Volatility · 1Y15.3%23.3%

3–2measures won
XLE first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: FSTA, IYC, XLE

Today

11.6%most shared, FSTA and IYC

FSTAIYCXLE

FSTA—11.6%0.0%

IYC11.6%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FSTA$204 − $8 = $196

IYC$50 − $37 = $13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee