XLF vs FDIS

AXLF

BFDIS

Measures won5–0XLF wins · of 6 · 5Y

$10,000 · 5Y$25,404XLE · XLF $15,503

Lowest cost0.08%XLF · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.0%XLF and FDIS

XLF

FDIS

State Street Financial Select Sector SPDR ETF · $55.5BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+23.0%3 years · per year$18,620 · $15,748+16.3%

+9.2%5 years · per year$15,503 · $12,115+3.9%

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

1.44%12-mo yield$144 · $76 on $10k0.76%

−14.8%Worst dropSmaller wins−15.5%

15.3%VolatilityLower wins19.7%

5–0XLF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsXLF · FDIS

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%	$42.0B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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%	$42.0B
2	AXLF	State Street Financial Select Sector SPDR ETFRead Desk	0.08%	1.44%	−2.9%	+6.3%	+11.4%	+23.0%	+9.2%	−14.8%	$55.5B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−3.9%	+0.3%	+0.9%	+16.3%	+3.9%	−15.5%	$1.6B

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

XLF vs FDIS

XLF

Financial Select Sector SPDR

$15,503

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,115

MeasureXLFFDIS

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield1.44%0.76%

5 years, per year+9.2%+3.9%

3 years, per year+23.0%+16.3%

Worst drop · 1Y−14.8%−15.5%

Volatility · 1Y15.3%19.7%

5–0measures won
XLF first

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%

$42.0BAssets$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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: XLF, FDIS, XLE

Today

0.0%most shared, XLF and FDIS

XLFFDISXLE

XLF—0.0%0.0%

FDIS0.0%—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

XLF$144 − $8 = $136

FDIS$76 − $8 = $68

KeptFee

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