Compare · 3 funds side by side · dividends reinvested

FENY, XLE and VOO

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

02 / 04

FENY, XLE and VOO, 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%$44.6B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.15%+50.5%+53.5%+19.5%+21.3%−14.9%22.5%$2.1B2.1

Rank among the three1st → 3rdFee, 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: FENY 2013 · XLE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Energy Index ETF · $2.1B$26,305

FENY

XLE

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

$10,000 five years ago, dividends reinvested · they hold 80.6% in common

FENYMeasureXLE

+50.5%Year to dateJan 1 → Nov 3+52.1%

+53.5%1 yearTotal return+55.6%

+19.5%3 years · per year$10,000 became $17,082 · $17,324+20.1%

+21.3%5 years · per year$10,000 became $26,305 · $26,887+21.9%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.15%Trailing 12-mo yield$215 · $228 a year on $10k2.28%

−14.9%Worst dropSmaller is better−15.0%

22.5%VolatilityLower is calmer22.6%

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

2–5XLE wins

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

More Ways to See the Pairs

FENY vs XLE: Top 5 Holdings

Today

FENY

53.0%in top 5

XLE

in top 558.9%

FENYStockXLE

23.3%XOM24.3%

14.9%CVX18.3%

6.4%COP7.2%

4.5%MPC4.6%

not top 5PSX4.5%

4.0%VLOnot top 5

Held in common80.6%

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

FENY vs XLE Returns, Every Period

FidelityFENY

+21.3%

5 years, per year

XLESPDR

+21.9%

5 years, per year

FENYXLEFaded: behind in that period

0–4XLE wins

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

FENY vs XLE

YTD

FidelityFENY

+50.5%

XLESPDR

+52.1%

+50.5%Year to date+52.1%

−14.9%Worst drop · 1Y−15.0%

22.5%Volatility · 1Y22.6%

2.2%Yield2.3%

$2.1BAssets$44.6B

2–2level

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

Cost, Income and Risk

Fees: FENY, XLE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

FENY0.08%$8

XLE0.08%$8

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

Yields: FENY, XLE, VOO

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

FENY2.15%$215

VOO1.07%$107

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

FENY$215 − $8 = $207

VOO$107 − $3 = $104

KeptFee

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

Overlap: FENY, XLE, VOO

Today

80.6%most shared, FENY and XLE

FENYXLEVOO

FENY—80.6%3.3%

XLE80.6%—3.4%

VOO3.3%3.4%—

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

Return vs Bumpiness: 3 ETFs

+55.6%XLE, at 22.6% volatility

VOOWorst drop−8.9%12.7% vol

FENYWorst drop−14.9%22.5% 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

XLEFENY

+52.1%Year to date+50.5%

2.3%Yield2.2%

+55.6%Past year+53.5%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026