Compare · 2 funds side by side · dividends reinvested

DES and XLE

DESWisdomTree×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two

02 / 04

DES and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.3

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.34%+17.4%+21.8%+15.7%+6.7%−8.7%14.6%$2.1B1.8

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: DES 2006 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,859

DES

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

DESMeasureXLE

+17.4%Year to dateJan 1 → Nov 5+40.6%

+21.8%1 yearTotal return+45.4%

+15.7%3 years · per year$10,000 became $15,487 · $15,905+16.7%

+6.7%5 years · per year$10,000 became $13,859 · $25,404+20.5%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

2.34%Trailing 12-mo yield$234 · $247 a year on $10k2.47%

−8.7%Worst dropSmaller is better−15.0%

14.6%VolatilityLower is calmer23.3%

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

2–6XLE wins

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

More Ways to See the Pairs

DES vs XLE: Top 5 Holdings

Today

DES

5.5%in top 5

XLE

in top 559.2%

DESStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

1.2%TFSLnot top 5

1.2%PBFnot top 5

1.1%EPRnot top 5

1.1%NWEnot top 5

1.0%PTENnot top 5

Held in common0.0%

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

DES vs XLE Returns, Every Period

WisdomTreeDES

+6.7%

5 years, per year

XLESPDR

+20.5%

5 years, per year

DESXLEFaded: behind in that period

0–4XLE wins

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

Income vs Sector: DES vs XLE

YTD

WisdomTreeDES

+17.4%

XLESPDR

+40.6%

+17.4%Year to date+40.6%

−8.7%Worst drop · 1Y−15.0%

14.6%Volatility · 1Y23.3%

2.3%Yield2.5%

$2.1BAssets$44.1B

2–2level

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

Cost, Income and Risk

Fees: DES, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

DES0.38%$38

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

Yields: DES, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

DES2.34%$234

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

DES$234 − $38 = $196

KeptFee

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

Overlap: DES, XLE

Today

0.0%most shared, DES and XLE

DESXLE

DES—0.0%

XLE0.0%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XLE, at 23.3% volatility

DESWorst drop−8.7%14.6% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEDES

+40.6%Year to date+17.4%

2.5%Yield2.3%

+45.4%Past year+21.8%

0.08%Fee0.38%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

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