Compare · 2 funds side by side · dividends reinvested

FDN and XLE

FDNFirst Trust×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

FDN 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.3

First Trust Dow Jones Internet Index FundSectors · Technology0.49%0.00%−3.2%−5.7%+19.2%+1.3%−18.5%21.8%$4.9B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: FDN 2006 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

XLE

FDN

First Trust Dow Jones Internet Index Fund · $4.9B$10,659

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

XLEMeasureFDN

+40.6%Year to dateJan 1 → Nov 6−3.2%

+45.0%1 yearTotal return−5.7%

+16.8%3 years · per year$10,000 became $15,939 · $16,947+19.2%

+20.7%5 years · per year$10,000 became $25,568 · $10,659+1.3%

0.08%Expense ratio$8 · $49 a year on $10k · lower is better0.49%

2.47%Trailing 12-mo yield$247 · $0 a year on $10k0.00%

−15.0%Worst dropSmaller is better−18.5%

23.3%VolatilityLower is calmer21.8%

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

6–2XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs FDN: Top 5 Holdings

Today

XLE

59.5%in top 5

FDN

in top 541.1%

XLEStockFDN

24.4%XOMnot top 5

18.8%CVXnot top 5

not top 5AMZN11.4%

not top 5META10.2%

not top 5CSCO8.4%

7.3%COPnot top 5

not top 5NFLX6.0%

not top 5GOOGL5.2%

4.5%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

XLE vs FDN Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

FDNFirst Trust

+1.3%

5 years, per year

XLEFDNFaded: behind in that period

3–1XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs FDN

YTD

SPDRXLE

+40.6%

FDNFirst Trust

−3.2%

+40.6%Year to date−3.2%

−15.0%Worst drop · 1Y−18.5%

23.3%Volatility · 1Y21.8%

2.5%Yield0.0%

$42.0BAssets$4.9B

3–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FDN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FDN0.49%$49

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: FDN, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDN0.00%$0

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDN$0 − $49 = −$49

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: FDN, XLE

Today

0.0%most shared, FDN and XLE

FDNXLE

FDN—0.0%

XLE0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

FDNWorst drop−18.5%21.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFDN

+40.6%Year to date−3.2%

2.5%Yield0.0%

+45.0%Past year−5.7%

0.08%Fee0.49%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026