FSTA vs XLF

AFSTA

BXLF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$25,404XLE · XLF $15,503

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%FSTA and XLF

FSTA

XLF

Fidelity MSCI Consumer Staples Index ETF · $1.4BState Street Financial Select Sector SPDR ETF · $53.8B

+14.1%3 years · per year$14,837 · $18,620+23.0%

+8.5%5 years · per year$15,014 · $15,503+9.2%

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

2.04%12-mo yield$204 · $144 on $10k1.44%

−9.4%Worst dropSmaller wins−14.8%

15.3%VolatilityLower wins15.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFSTA · XLF

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

Held in common0.0%

End-of-day Nov 5, 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	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

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

All Three

5Y3 funds

#
1	XLE	State Street Energy Select Sector SPDR ETFRead Desk	0.08%	2.47%	−3.0%	+40.6%	+45.4%	+16.7%	+20.5%	−15.0%	$44.1B
2	BXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$53.8B
3	AFSTA	Fidelity MSCI Consumer Staples Index ETFRead Desk	0.08%	2.04%	−0.7%	+19.7%	+21.8%	+14.1%	+8.5%	−9.4%	$1.4B

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

Cards for this view

FSTA vs XLF

FSTA

Fidelity MSCI Consumer Staples Index

$15,014

XLF

Financial Select Sector SPDR

$15,503

MeasureFSTAXLF

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.04%1.44%

5 years, per year+8.5%+9.2%

3 years, per year+14.1%+23.0%

Worst drop · 1Y−9.4%−14.8%

Volatility · 1Y15.3%15.3%

2–2measures won
level

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FSTA, XLF, XLE

Today

0.0%most shared, FSTA and XLF

FSTAXLFXLE

FSTA—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 5, 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

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee