XLE vs FDIS

AXLE

BFDIS

Measures won4–1XLE wins · of 6 · 5Y

$10,000 · 5Y$25,568XLE · XLP $14,429

Lowest cost0.08%XLP · $8 on $10k

Most income2.47%XLE · $247 on $10k

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

Held in common0.0%XLE and FDIS

XLE

FDIS

State Street Energy Select Sector SPDR ETF · $40.5BFidelity MSCI Consumer Discretionary Index ETF · $1.6B

+16.8%3 years · per year$15,939 · $15,537+15.8%

+20.7%5 years · per year$25,568 · $12,079+3.9%

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

2.47%12-mo yield$247 · $76 on $10k0.76%

−15.0%Worst dropSmaller wins−15.5%

23.3%VolatilityLower wins19.7%

4–1XLE 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 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	XLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.1B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 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%	2.47%	0.0%	+40.6%	+45.0%	+16.8%	+20.7%	−15.0%	$40.5B
2	XLP	State Street Consumer Staples Select Sector SPDR ETFRead Desk	0.08%	2.44%	−1.3%	+18.2%	+21.9%	+13.0%	+7.6%	−9.7%	$15.1B
3	BFDIS	Fidelity MSCI Consumer Discretionary Index ETFRead Desk	0.08%	0.76%	−0.2%	+0.1%	−0.6%	+15.8%	+3.9%	−15.5%	$1.6B

End-of-day Nov 6, 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

$25,569

FDIS

Fidelity MSCI Consumer Discretionary Index

$12,079

MeasureXLEFDIS

Fee0.08%0.08%

Cost on $10k a year$8$8

Yield2.47%0.76%

5 years, per year+20.7%+3.9%

3 years, per year+16.8%+15.8%

Worst drop · 1Y−15.0%−15.5%

Volatility · 1Y23.3%19.7%

4–1measures won
XLE first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 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 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLP$244 − $8 = $236

FDIS$76 − $8 = $68

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee