Compare · 3 funds side by side · dividends reinvested

CUT, XLE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

CUT, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B1.6

Invesco MSCI Global Timber ETFSectors · Materials0.99%2.48%−0.7%+6.0%+1.8%−2.2%−19.6%18.7%$30M2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: CUT 2007 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco MSCI Global Timber ETF · $30M$8,963

CUT

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

CUTMeasureXLE

−0.7%Year to dateJan 1 → Nov 9+41.3%

+6.0%1 yearTotal return+44.3%

+1.8%3 years · per year$10,000 became $10,537 · $15,555+15.9%

−2.2%5 years · per year$10,000 became $8,963 · $25,271+20.4%

0.99%Expense ratio$99 · $8 a year on $10k · lower is better0.08%

2.48%Trailing 12-mo yield$248 · $246 a year on $10k2.46%

−19.6%Worst dropSmaller is better−15.0%

18.7%VolatilityLower is calmer23.3%

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

2–6XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

CUT vs XLE: Top 5 Holdings

Today

CUT

26.3%in top 5

XLE

in top 559.6%

CUTStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

5.7%SCA-B.STnot top 5

5.4%AVYnot top 5

5.2%PKGnot top 5

5.0%STERV.HEnot top 5

5.0%AMCRnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

CUT vs XLE Returns, Every Period

InvescoCUT

−2.2%

5 years, per year

XLESPDR

+20.4%

5 years, per year

CUTXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

CUT vs XLE

YTD

InvescoCUT

−0.7%

XLESPDR

+41.3%

−0.7%Year to date+41.3%

−19.6%Worst drop · 1Y−15.0%

18.7%Volatility · 1Y23.3%

2.5%Yield2.5%

$30.1MAssets$40.5B

2–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: CUT, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

CUT0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: CUT, XLE, XLF

2.48%highest, CUT

FundTrailing yieldYield$10k

CUT2.48%$248

XLE2.46%$246

XLF1.42%$142

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

CUT$248 − $99 = $149

XLF$142 − $8 = $134

KeptFee

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

Overlap: CUT, XLE, XLF

Today

0.0%most shared, CUT and XLE

CUTXLEXLF

CUT—0.0%0.0%

XLE0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

CUTWorst drop−19.6%18.7% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CUTXLE

−0.7%Year to date+41.3%

2.5%Yield2.5%

+6.0%Past year+44.3%

0.99%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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%

$120BAssets$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