Compare · 2 funds side by side · dividends reinvested

DBE and XLV

DBEInvesco×XLVSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$23,850DBE · best of the two

02 / 04

DBE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Invesco DB Energy FundSectors · Energy0.79%1.75%+120.9%+109.4%+24.2%+19.0%−24.7%40.6%$142M1.4

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B1.6

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: DBE 2007 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco DB Energy Fund · $142M$23,850

DBE

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

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

DBEMeasureXLV

+120.9%Year to dateJan 1 → Nov 3+20.4%

+109.4%1 yearTotal return+29.7%

+24.2%3 years · per year$10,000 became $19,180 · $15,709+16.2%

+19.0%5 years · per year$10,000 became $23,850 · $15,068+8.5%

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

1.75%Trailing 12-mo yield$175 · $139 a year on $10k1.39%

−24.7%Worst dropSmaller is better−10.5%

40.6%VolatilityLower is calmer16.4%

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

5–3DBE wins

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

More Ways to See the Pairs

DBE vs XLV: Top 5 Holdings

Today

DBE

107.7%in top 5

XLV

in top 545.0%

DBEStockXLV

107.7%AGPXXnot top 5

not top 5LLY16.5%

not top 5JNJ9.9%

not top 5ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

Held in common0.0%

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

DBE vs XLV Returns, Every Period

InvescoDBE

+19.0%

5 years, per year

XLVSPDR

+8.5%

5 years, per year

DBEXLVFaded: behind in that period

4–0DBE wins

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

DBE vs XLV

YTD

InvescoDBE

+120.9%

XLVSPDR

+20.4%

+120.9%Year to date+20.4%

−24.7%Worst drop · 1Y−10.5%

40.6%Volatility · 1Y16.4%

1.7%Yield1.4%

$142MAssets$49.1B

2–2level

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

Cost, Income and Risk

Fees: DBE, XLV

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

DBE0.79%$79

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

Yields: DBE, XLV

1.75%highest, DBE

FundTrailing yieldYield$10k

DBE1.75%$175

XLV1.39%$139

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

Income After Fees on $10,000

$131most kept, XLV

XLV$139 − $8 = $131

DBE$175 − $79 = $96

KeptFee

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

Overlap: DBE, XLV

Today

0.0%most shared, DBE and XLV

DBEXLV

DBE—0.0%

XLV0.0%—

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

Return vs Bumpiness: 2 ETFs

+109.4%DBE, at 40.6% volatility

XLVWorst drop−10.5%16.4% vol

DBEWorst drop−24.7%40.6% vol

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

Paid More vs Made More

YTD

DBEXLV

+120.9%Year to date+20.4%

1.7%Yield1.4%

+109.4%Past year+29.7%

0.79%Fee0.08%

3–1DBE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026