FDIS vs XLE

AFDIS

BXLE

Measures won2–3XLE wins · of 6 · 5Y

$10,000 · 5Y$25,271XLE · XLP $14,535

Lowest cost0.08%XLP · $8 on $10k

Most income2.46%XLE · $246 on $10k

Smallest drop−9.7%XLP · worst fall in 1Y

Held in common0.0%FDIS and XLE

FDIS

XLE

Fidelity MSCI Consumer Discretionary Index ETF · $1.6BState Street Energy Select Sector SPDR ETF · $40.5B

+16.0%3 years · per year$15,592 · $15,555+15.9%

+4.1%5 years · per year$12,238 · $25,271+20.4%

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

0.74%12-mo yield$74 · $246 on $10k2.46%

−15.5%Worst dropSmaller wins−15.0%

19.7%VolatilityLower wins23.3%

2–3XLE wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDIS · 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	XLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.42%	+0.9%	+19.2%	+23.5%	+12.8%	+7.8%	−9.7%	$14.5B
3	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

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	XLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.42%	+0.9%	+19.2%	+23.5%	+12.8%	+7.8%	−9.7%	$14.5B
3	AFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.74%	+3.1%	+3.2%	+5.0%	+16.0%	+4.1%	−15.5%	$1.6B

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

FDIS vs XLE

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,238

XLE

Energy Select Sector SPDR

$25,271

MeasureFDISXLE

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield0.74%2.46%

5 years, per year+4.1%+20.4%

3 years, per year+16.0%+15.9%

Worst drop · 1Y−15.5%−15.0%

Volatility · 1Y19.7%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: XLP, FDIS, XLE

Today

0.0%most shared, XLP and FDIS

XLPFDISXLE

XLP—0.0%0.0%

FDIS0.0%—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

XLP$242 − $8 = $234

FDIS$74 − $8 = $66

KeptFee

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