Compare · 3 funds side by side · dividends reinvested

DES, XLE and VGT

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,590XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.35% · $235 a year on $10k

Story of the three · RiskSmallest drop

DES, XLE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.4

WisdomTree U.S. SmallCap Dividend FundIncome · Dividend stocks0.38%2.30%+19.5%+21.5%+15.1%+6.0%−8.7%14.7%$2.1B2.1

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+18.4%+15.4%+27.4%+15.4%−17.5%26.7%$155B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DES 2006 · XLE 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

WisdomTree U.S. SmallCap Dividend Fund · $2.1B$13,401

DES

XLE

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

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

DESMeasure

More Ways to See the Pairs

DES vs XLE: Top 5 Holdings

Today

DES

5.5%in top 5

XLE

in top 558.8%

DESStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

not top 5MPC4.7%

not top 5PSX4.6%

Cost, Income and Risk

Fees: DES, XLE, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

DES0.38%$38

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DES, XLE, VGT

1Y

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

+18.7%Year to date+18.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$116BAssets$155B

2–0XLK wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

XLE

+19.5%Year to dateJan 1 → Nov 13+48.2%

+21.5%1 yearTotal return+48.0%

+15.1%3 years · per year$10,000 became $15,252 · $17,258+19.9%

+6.0%5 years · per year$10,000 became $13,402 · $26,590+21.6%

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

2.30%Trailing 12-mo yield$230 · $235 a year on $10k2.35%

−8.7%Worst dropSmaller is better−15.0%

14.7%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 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

1.2%TFSLnot top 5

1.2%EPRnot top 5

1.1%NWEnot top 5

1.0%PBFnot top 5

1.0%SONnot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DES vs XLE Returns, Every Period

5Y

WisdomTreeDES

+6.0%

5 years, per year

XLESPDR

+21.6%

5 years, per year

DESXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Income vs Sector: DES vs XLE

YTD

WisdomTreeDES

+19.5%

XLESPDR

+48.2%

+19.5%Year to date+48.2%

−8.7%Worst drop · 1Y−15.0%

14.7%Volatility · 1Y23.3%

2.3%Yield2.3%

$2.1BAssets$41.6B

2–1DES wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

2.35%highest, XLE

FundTrailing yieldYield$10k

XLE2.35%$235

DES2.30%$230

VGT0.42%$43

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$227most kept, XLE

XLE$235 − $8 = $227

DES$230 − $38 = $192

VGT$43 − $9 = $34

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DES, XLE, VGT

Today

0.6%most shared, DES and VGT

DESXLEVGT

DES—0.0%0.6%

XLE0.0%—0.0%

VGT0.6%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

DESWorst drop−8.7%14.7% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

XLEDES

+48.2%Year to date+19.5%

2.3%Yield2.3%

+48.0%Past year+21.5%

0.08%Fee0.38%

3–0XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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DES, XLE and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three