Skip to content
Beacon
Screener

XLY vs FDIS

State Street Consumer Discretionary Select Sector SPDR ETF vs Fidelity MSCI Consumer Discretionary Index ETF

XLY

State Street Consumer Discretionary Select Sector SPDR ETF

State Street Investment Management

Annual cost

0.08%

Fund size

$23.1B

FDIS

Fidelity MSCI Consumer Discretionary Index ETF

Fidelity Investments

Annual cost

0.08%

Fund size

$1.8B

Key differences

  • XLY is significantly larger than FDIS — larger funds tend to be more liquid and less likely to close.
  • XLY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

XLYFDIS
Annual cost (TER)0.08%0.08%
Fund size (AUM)$23.1B$1.8B
Since19982013
Dividend yield0.75%0.72%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+13.5%+13.2%
CAGR 3Y+17.5%+16.8%
CAGR 5Y+7.8%+6.5%
Sharpe 3Y0.710.68
Volatility 1Y18.18%18.43%
Max drawdown-39.67%-39.16%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to XLY and FDIS