Compare · 2 funds side by side · dividends reinvested

FAN and XLE

FANFirst Trust×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,887XLE · best of the two

02 / 04

FAN and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.1

First Trust Global Wind Energy ETFSectors · Energy0.61%0.93%+9.8%+11.5%+19.8%+2.0%−20.2%20.6%$187M1.9

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: FAN 2008 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Global Wind Energy ETF · $187M$11,048

FAN

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,887

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

FANMeasureXLE

+9.8%Year to dateJan 1 → Nov 3+52.1%

+11.5%1 yearTotal return+55.6%

+19.8%3 years · per year$10,000 became $17,211 · $17,324+20.1%

+2.0%5 years · per year$10,000 became $11,048 · $26,887+21.9%

0.61%Expense ratio$61 · $8 a year on $10k · lower is better0.08%

0.93%Trailing 12-mo yield$93 · $228 a year on $10k2.28%

−20.2%Worst dropSmaller is better−15.0%

20.6%VolatilityLower is calmer22.6%

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

1–7XLE wins

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

More Ways to See the Pairs

FAN vs XLE: Top 5 Holdings

Today

FAN

37.8%in top 5

XLE

in top 558.9%

FANStockXLE

not top 5XOM24.3%

not top 5CVX18.3%

8.5%NDX1.DEnot top 5

8.3%ORSTED.Cnot top 5

7.8%EDPR.LSnot top 5

7.5%VWS.COnot top 5

not top 5COP7.2%

5.7%0916.HKnot top 5

not top 5MPC4.6%

not top 5PSX4.5%

Held in common0.0%

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

FAN vs XLE Returns, Every Period

First TrustFAN

+2.0%

5 years, per year

XLESPDR

+21.9%

5 years, per year

FANXLEFaded: behind in that period

0–4XLE wins

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

FAN vs XLE

YTD

First TrustFAN

+9.8%

XLESPDR

+52.1%

+9.8%Year to date+52.1%

−20.2%Worst drop · 1Y−15.0%

20.6%Volatility · 1Y22.6%

0.9%Yield2.3%

$187MAssets$44.6B

3–1XLE wins

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

Cost, Income and Risk

Fees: FAN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FAN0.61%$61

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

Yields: FAN, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

FAN0.93%$93

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

FAN$93 − $61 = $32

KeptFee

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

Overlap: FAN, XLE

Today

0.0%most shared, FAN and XLE

FANXLE

FAN—0.0%

XLE0.0%—

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

Return vs Bumpiness: 2 ETFs

+55.6%XLE, at 22.6% volatility

FANWorst drop−20.2%20.6% vol

XLEWorst drop−15.0%22.6% vol

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

Paid More vs Made More

YTD

XLEFAN

+52.1%Year to date+9.8%

2.3%Yield0.9%

+55.6%Past year+11.5%

0.08%Fee0.61%

4–0XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

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