Compare · 3 funds side by side · dividends reinvested

FDIQ, XLF and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,671XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.37% · $237 a year on $10k

Story of the three · RiskSmallest drop

FDIQ, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.37%+46.7%+44.6%+19.1%+21.7%−15.0%23.4%$41.6B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.6%+11.1%+22.0%+9.7%−14.8%15.3%$54.2B1.6

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.94%[…][…][…][…][…][…]$44M2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: FDIQ 2011 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Bloomberg Financial Data Providers ETF · $44M[…]

FDIQ

XLE

State Street Energy Select Sector SPDR ETF · $41.6B$26,671

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

FDIQ

More Ways to See the Pairs

FDIQ vs XLE: Top 5 Holdings

Today

FDIQ

24.5%in top 5

XLE

in top 558.8%

FDIQStockXLE

not top 5XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

5.3%CBOEnot top 5

4.9%VRSKnot top 5

Cost, Income and Risk

Fees: FDIQ, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

FDIQ0.35%$35

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: FDIQ, XLF, XLE

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+46.7%

VDEVanguard

+44.8%

+46.7%Year to date+44.8%

2.4%Yield2.3%

$41.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

XLE

[…]Year to dateJan 1 → Nov 12+46.7%

[…]1 yearTotal return+44.6%

[…]3 years · per year$10,000 became […] · $16,880+19.1%

[…]5 years · per year$10,000 became […] · $26,671+21.7%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

1.94%Trailing 12-mo yield$194 · $237 a year on $10k2.37%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.4%

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

0–2XLE wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.8%MSCInot top 5

4.8%SPGInot top 5

4.7%EXPN.Lnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

FDIQ vs XLE Returns, Every Period

1Y

InvescoFDIQ

[…]

past year

XLESPDR

+44.6%

past year

Returns […]

FDIQXLEFaded: behind in that period

0–0Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

FDIQ vs XLE

YTD

InvescoFDIQ

[…]

XLESPDR

+46.7%

[…]Year to date+46.7%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.4%

1.9%Yield2.4%

$44.1MAssets$41.6B

1–0XLE wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.37%highest, XLE

FundTrailing yieldYield$10k

XLE2.37%$237

FDIQ1.94%$194

XLF1.42%$142

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

Income After Fees on $10,000

1Y

$229most kept, XLE

XLE$237 − $8 = $229

FDIQ$194 − $35 = $159

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: FDIQ, XLF, XLE

Today

7.4%most shared, FDIQ and XLF

FDIQXLFXLE

FDIQ—7.4%0.0%

XLF7.4%—0.0%

XLE0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.6%XLE, at 23.4% volatility

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.4% vol

FDIQWorst drop[…][…]

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLF

+46.7%Year to date+7.6%

2.4%Yield1.4%

+44.6%Past year+11.1%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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FDIQ, XLF and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three