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FDIS and XLY share 75.1% of their holdings.
| Side by side | FDIS | XLY |
|---|---|---|
| Strategy | Sectors · Consumer | Sectors · Consumer |
| Expense ratio | 0.08% | 0.08% |
| Cost per year on $10k | $8 | $8 |
| Trailing 12-mo yield | 0.77% | 0.80% |
| Income per year on $10k | $77 | $80 |
| YTD | −0.6% | −2.1% |
| 1 year | −1.6% | −2.8% |
| 3 years · per year | +15.8% | +15.8% |
| 5 years · per year | +4.2% | +4.6% |
| Worst drop · 1Y | −15.5% | −15.0% |
| Volatility · 1Y | 19.2% | 19.3% |
| Holdings | 274 | 47 |
| Assets | $1.6B | $22.5B |
| Leverage | None | None |
| Since | 2013 | 1998 |
Highlighted = best in the row. Returns include dividends.