Compare · 2 funds side by side · dividends reinvested

PWER and XLE

PWERNomura×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,887XLE · best of the two

02 / 04

PWER and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.3

Nomura Energy Transition ETFSectors · Energy0.79%1.12%+25.6%+33.1%[…][…]−13.7%22.0%$12M1.7

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: PWER 2023 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

YTD

Nomura Energy Transition ETF · $12M$12,564

PWER

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$15,210

$10,000 since Jan 1, dividends reinvested · they hold 15.5% in common

PWERMeasureXLE

+25.6%Year to dateJan 1 → Nov 3+52.1%

+33.1%1 yearTotal return+55.6%

[…]3 years · per year$10,000 became […] · $17,324+20.1%

[…]5 years · per year$10,000 became […] · $26,887+21.9%

0.79%Expense ratio$79 · $8 a year on $10k · lower is better0.08%

1.12%Trailing 12-mo yield$112 · $228 a year on $10k2.28%

−13.7%Worst dropSmaller is better−15.0%

22.0%VolatilityLower is calmer22.6%

PWERXLE Winner of the row, in its colourEach row: the bigger of the two fills its side

2–4XLE wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PWER vs XLE: Top 5 Holdings

Today

PWER

20.3%in top 5

XLE

in top 558.9%

PWERStockXLE

not top 5XOM24.3%

not top 5CVX18.3%

not top 5COP7.2%

not top 5MPC4.6%

4.6%EOGnot top 5

not top 5PSX4.5%

4.1%CEGnot top 5

4.0%XELnot top 5

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common15.5%

End-of-day Nov 3, 2026 · share of each fund

PWER vs XLE Returns, Every Period

NomuraPWER

+33.1%

past year

XLESPDR

+55.6%

past year

PWERXLEFaded: behind in that period

0–2XLE wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

PWER vs XLE

YTD

NomuraPWER

+25.6%

XLESPDR

+52.1%

+25.6%Year to date+52.1%

−13.7%Worst drop · 1Y−15.0%

22.0%Volatility · 1Y22.6%

1.1%Yield2.3%

$12.1MAssets$44.6B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PWER, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PWER0.79%$79

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: PWER, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

PWER1.12%$112

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

PWER$112 − $79 = $33

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: PWER, XLE

Today

15.5%most shared, PWER and XLE

PWERXLE

PWER—15.5%

XLE15.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+55.6%XLE, at 22.6% volatility

PWERWorst drop−13.7%22.0% vol

XLEWorst drop−15.0%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLEPWER

+52.1%Year to date+25.6%

2.3%Yield1.1%

+55.6%Past year+33.1%

0.08%Fee0.79%

4–0XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026