Compare · 3 funds side by side · dividends reinvested

FNCL, LBO and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

FNCL, LBO and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.5

Fidelity MSCI Financials Index ETFSectors · Financials0.08%1.58%+6.8%+12.3%+22.7%+9.2%−14.8%15.4%$2.3B1.6

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.06%−6.6%−1.1%[…][…]−25.1%24.3%$7M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: FNCL 2013 · LBO 2023 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

FNCL

Fidelity MSCI Financials Index ETF · $2.3B$15,532

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

XLEMeasureFNCL

+41.3%Year to dateJan 1 → Nov 9+6.8%

+44.3%1 yearTotal return+12.3%

+15.9%3 years · per year$10,000 became $15,555 · $18,458+22.7%

+20.4%5 years · per year$10,000 became $25,271 · $15,532+9.2%

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

2.46%Trailing 12-mo yield$246 · $158 a year on $10k1.58%

−15.0%Worst dropSmaller is better−14.8%

23.3%VolatilityLower is calmer15.4%

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

4–3XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs FNCL: Top 5 Holdings

Today

XLE

59.6%in top 5

FNCL

in top 536.3%

XLEStockFNCL

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5JPM9.9%

not top 5BRK-B9.0%

not top 5V7.9%

7.3%COPnot top 5

not top 5MA5.9%

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5BAC3.6%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XLE vs FNCL Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

FNCLFidelity

+9.2%

5 years, per year

XLEFNCLFaded: behind in that period

3–1XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs Unsorted: XLE vs LBO

YTD

SPDRXLE

+41.3%

LBOWHITEWOLF

−6.6%

+41.3%Year to date−6.6%

−15.0%Worst drop · 1Y−25.1%

23.3%Volatility · 1Y24.3%

2.5%Yield6.1%

$40.5BAssets$6.7M

3–1XLE wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: FNCL, LBO, XLE

Today

0.08%lowest, FNCL

FundExpense ratioFee$10k

FNCL0.08%$8

XLE0.08%$8

LBO6.53%$653

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: FNCL, LBO, XLE

6.06%highest, LBO

FundTrailing yieldYield$10k

LBO6.06%$606

XLE2.46%$246

FNCL1.58%$158

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

FNCL$158 − $8 = $150

LBO$606 − $653 = −$47

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: FNCL, LBO, XLE

Today

4.8%most shared, FNCL and LBO

FNCLLBOXLE

FNCL—4.8%0.0%

LBO4.8%—0.0%

XLE0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

FNCLWorst drop−14.8%15.4% vol

XLEWorst drop−15.0%23.3% vol

LBOWorst drop−25.1%24.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

LBOXLE

−6.6%Year to date+41.3%

6.1%Yield2.5%

−1.1%Past year+44.3%

6.53%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026