Compare · 3 funds side by side · dividends reinvested

FHLC, VGT and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

FHLC, VGT and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.4

Fidelity MSCI Health Care Index ETFSectors · Health care0.08%1.12%+23.4%+32.2%+17.9%+8.3%−10.4%16.1%$3.5B1.9

Vanguard Information Technology ETFSectors · Technology0.09%0.41%+23.1%+16.7%+32.4%+17.4%−15.8%25.5%$155B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: FHLC 2013 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Fidelity MSCI Health Care Index ETF · $3.5B$14,895

FHLC

VGT

Vanguard Information Technology ETF · $155B$22,311

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

FHLCMeasureVGT

+23.4%Year to dateJan 1 → Nov 4+23.1%

+32.2%1 yearTotal return+16.7%

+17.9%3 years · per year$10,000 became $16,384 · $23,217+32.4%

+8.3%5 years · per year$10,000 became $14,895 · $22,311+17.4%

0.08%Expense ratio$8 · $9 a year on $10k · lower is better0.09%

1.12%Trailing 12-mo yield$112 · $41 a year on $10k0.41%

−10.4%Worst dropSmaller is better−15.8%

16.1%VolatilityLower is calmer25.5%

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

6–2FHLC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FHLC vs VGT: Top 5 Holdings

Today

FHLC

38.8%in top 5

VGT

in top 553.2%

FHLCStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

14.6%LLYnot top 5

not top 5MSFT11.2%

8.3%JNJnot top 5

6.5%ABBVnot top 5

4.8%UNHnot top 5

4.6%MRKnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

FHLC vs VGT Returns, Every Period

FidelityFHLC

+8.3%

5 years, per year

VGTVanguard

+17.4%

5 years, per year

FHLCVGTFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

FHLC vs XLE

YTD

FidelityFHLC

+23.4%

XLESPDR

+44.9%

+23.4%Year to date+44.9%

−10.4%Worst drop · 1Y−15.0%

16.1%Volatility · 1Y23.2%

1.1%Yield2.4%

$3.5BAssets$44.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FHLC, VGT, XLE

Today

0.08%lowest, FHLC

FundExpense ratioFee$10k

FHLC0.08%$8

XLE0.08%$8

VGT0.09%$9

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: FHLC, VGT, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

FHLC1.12%$112

VGT0.41%$41

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

FHLC$112 − $8 = $104

VGT$41 − $9 = $32

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: FHLC, VGT, XLE

Today

0.0%most shared, FHLC and VGT

FHLCVGTXLE

FHLC—0.0%0.0%

VGT0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

FHLCWorst drop−10.4%16.1% vol

XLEWorst drop−15.0%23.2% vol

VGTWorst drop−15.8%25.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFHLC

+44.9%Year to date+23.4%

2.4%Yield1.1%

+48.2%Past year+32.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+23.0%

VGTVanguard

+23.1%

+23.0%Year to date+23.1%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026