Compare · 2 funds side by side · dividends reinvested

FDIQ and XLE

FDIQInvesco×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 / 03

FDIQ 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%$44.1B1.0

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$43M2.0

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: FDIQ 2011 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

FDIQ

Invesco Bloomberg Financial Data Providers ETF · $43M[…]

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

XLEMeasureFDIQ

+40.6%Year to dateJan 1 → Nov 5[…]

+45.4%1 yearTotal return[…]

+16.7%3 years · per year$10,000 became $15,905 · […][…]

+20.5%5 years · per year$10,000 became $25,404 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.47%Trailing 12-mo yield$247 · $193 a year on $10k1.93%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

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

2–0XLE wins

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

More Ways to See the Pairs

XLE vs FDIQ: Top 5 Holdings

Today

XLE

59.2%in top 5

FDIQ

in top 524.5%

XLEStockFDIQ

24.3%XOMnot top 5

18.6%CVXnot top 5

7.1%COPnot top 5

not top 5EXPN.L5.0%

not top 5CBOE4.9%

not top 5MSCI4.9%

not top 5SPGI4.9%

not top 5LSEG.L4.8%

4.6%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs FDIQ Returns, Every Period

SPDRXLE

+45.4%

past year

FDIQInvesco

[…]

past year

Returns […]

XLEFDIQFaded: behind in that period

0–0Level

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

XLE vs FDIQ

YTD

SPDRXLE

+40.6%

FDIQInvesco

[…]

+40.6%Year to date[…]

−15.0%Worst drop · 1Y[…]

23.3%Volatility · 1Y[…]

2.5%Yield1.9%

$44.1BAssets$43.1M

1–0XLE wins

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

Cost, Income and Risk

Fees: FDIQ, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FDIQ0.35%$35

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

Yields: FDIQ, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIQ1.93%$193

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIQ$193 − $35 = $158

KeptFee

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

Overlap: FDIQ, XLE

Today

0.0%most shared, FDIQ and XLE

FDIQXLE

FDIQ—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

XLEWorst drop−15.0%23.3% vol

FDIQWorst drop[…][…]

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

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