XLE vs FDIS

AXLE

BFDIS

Measures won3–2XLE wins · of 6 · 5Y

$10,000 · 5Y$26,379XLE · XLF $16,157

Lowest cost0.08%XLE · $8 on $10k

Most income2.40%XLE · $240 on $10k

Smallest drop−14.8%XLF · worst fall in 1Y

Held in common0.0%XLE and FDIS

XLE

FDIS

State Street Energy Select Sector SPDR ETF · $44.6BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

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

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

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

2.40%12-mo yield$240 · $73 on $10k0.73%

−15.0%Worst dropSmaller wins−15.5%

23.2%VolatilityLower wins19.4%

3–2XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLE · FDIS

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

All Three

5Y3 funds

#
1	AXLE	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
3	BFDIS	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

All Three

5Y3 funds

#
1	AXLE	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	XLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.40%	+3.5%	+9.4%	+15.3%	+24.7%	+10.1%	−14.8%	$54.2B
3	BFDIS	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

XLE vs FDIS

XLE

Energy Select Sector SPDR

$26,379

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,774

MeasureXLEFDIS

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.40%0.73%

5 years, per year+21.4%+5.0%

3 years, per year+18.0%+18.2%

Worst drop · 1Y−15.0%−15.5%

Volatility · 1Y23.2%19.4%

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: XLE, FDIS, XLF

Today

0.0%most shared, XLE and FDIS

XLEFDISXLF

XLE—0.0%0.0%

FDIS0.0%—0.0%

XLF0.0%0.0%—

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

XLF$140 − $8 = $132

FDIS$73 − $8 = $65

KeptFee

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