Compare · 2 funds side by side · dividends reinvested

DBE and XLF

DBEInvesco×XLFSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$22,852DBE · best of the two

02 / 04

DBE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB Energy FundSectors · Energy0.79%1.86%+107.3%+95.7%+22.8%+18.0%−24.7%41.3%$142M1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$53.8B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DBE 2007 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB Energy Fund · $142M$22,852

DBE

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$15,503

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

DBEMeasureXLF

+107.3%Year to dateJan 1 → Nov 5+6.3%

+95.7%1 yearTotal return+11.4%

+22.8%3 years · per year$10,000 became $18,536 · $18,620+23.0%

+18.0%5 years · per year$10,000 became $22,852 · $15,503+9.2%

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

1.86%Trailing 12-mo yield$186 · $144 a year on $10k1.44%

−24.7%Worst dropSmaller is better−14.8%

41.3%VolatilityLower is calmer15.3%

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

4–4Level

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

More Ways to See the Pairs

DBE vs XLF: Top 5 Holdings

Today

DBE

98.1%in top 5

XLF

in top 543.7%

DBEStockXLF

98.1%AGPXXnot top 5

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DBE vs XLF Returns, Every Period

InvescoDBE

+18.0%

5 years, per year

XLFSPDR

+9.2%

5 years, per year

DBEXLFFaded: behind in that period

3–1DBE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DBE vs XLF

YTD

InvescoDBE

+107.3%

XLFSPDR

+6.3%

+107.3%Year to date+6.3%

−24.7%Worst drop · 1Y−14.8%

41.3%Volatility · 1Y15.3%

1.9%Yield1.4%

$142MAssets$53.8B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DBE, XLF

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

DBE0.79%$79

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DBE, XLF

1.86%highest, DBE

FundTrailing yieldYield$10k

DBE1.86%$186

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, XLF

XLF$144 − $8 = $136

DBE$186 − $79 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DBE, XLF

Today

0.0%most shared, DBE and XLF

DBEXLF

DBE—0.0%

XLF0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+95.7%DBE, at 41.3% volatility

XLFWorst drop−14.8%15.3% vol

DBEWorst drop−24.7%41.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DBEXLF

+107.3%Year to date+6.3%

1.9%Yield1.4%

+95.7%Past year+11.4%

0.79%Fee0.08%

3–1DBE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026