Compare · 3 funds side by side · dividends reinvested

EIPI, XLE and VYM

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

02 / 04

EIPI, XLE and VYM, 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%$40.5B1.9

Vanguard High Dividend Yield ETFIncome · Dividend stocks0.04%2.26%+15.4%+19.5%+19.7%+11.5%−6.7%10.8%$78.9B1.9

FT Energy Income Partners Enhanced Income ETFIncome · Dividend stocks1.11%6.82%+17.3%+20.1%[…][…]−6.7%11.1%$1.1B2.0

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: EIPI 2011 · XLE 1998 · VYM 2006

Head to Head

Swap sides Versus in desk

Head to Head

FT Energy Income Partners Enhanced Income ETF · $1.1B[…]

EIPI

XLE

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

$10,000 five years ago, dividends reinvested · they hold 19.0% in common

EIPIMeasureXLE

+17.3%Year to dateJan 1 → Nov 9+41.3%

+20.1%1 yearTotal return+44.3%

[…]3 years · per year$10,000 became […] · $15,555+15.9%

[…]5 years · per year$10,000 became […] · $25,271+20.4%

1.11%Expense ratio$111 · $8 a year on $10k · lower is better0.08%

6.82%Trailing 12-mo yield$682 · $246 a year on $10k2.46%

−6.7%Worst dropSmaller is better−15.0%

11.1%VolatilityLower is calmer23.3%

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

3–3Level

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

More Ways to See the Pairs

EIPI vs XLE: Top 5 Holdings

Today

EIPI

26.9%in top 5

XLE

in top 559.6%

EIPIStockXLE

3.4%XOM24.5%

not top 5CVX18.8%

8.8%EPDnot top 5

not top 5COP7.3%

6.4%ETnot top 5

4.6%MPLXnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

3.8%KMInot top 5

Held in common19.0%

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

EIPI vs XLE Returns, Every Period

First TrustEIPI

+20.1%

past year

XLESPDR

+44.3%

past year

EIPIXLEFaded: behind in that period

0–2XLE wins

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

Income vs Sector: EIPI vs XLE

YTD

First TrustEIPI

+17.3%

XLESPDR

+41.3%

+17.3%Year to date+41.3%

−6.7%Worst drop · 1Y−15.0%

11.1%Volatility · 1Y23.3%

6.8%Yield2.5%

$1.1BAssets$40.5B

3–1EIPI wins

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

Cost, Income and Risk

Fees: EIPI, XLE, VYM

Today

0.04%lowest, VYM

FundExpense ratioFee$10k

VYM0.04%$4

XLE0.08%$8

EIPI1.11%$111

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

Yields: EIPI, XLE, VYM

6.82%highest, EIPI

FundTrailing yieldYield$10k

EIPI6.82%$682

XLE2.46%$246

VYM2.26%$226

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

Income After Fees on $10,000

$571most kept, EIPI

EIPI$682 − $111 = $571

XLE$246 − $8 = $238

VYM$226 − $4 = $222

KeptFee

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

Overlap: EIPI, XLE, VYM

Today

19.0%most shared, EIPI and XLE

EIPIXLEVYM

EIPI—19.0%9.7%

XLE19.0%—9.3%

VYM9.7%9.3%—

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

VYMWorst drop−6.7%10.8% vol

EIPIWorst drop−6.7%11.1% 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

EIPIXLE

+17.3%Year to date+41.3%

6.8%Yield2.5%

+20.1%Past year+44.3%

1.11%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

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

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