Compare · 2 funds side by side · dividends reinvested

FTXN and XLE

FTXNFirst Trust×XLESPDR×

Versus in desk

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

02 / 04

FTXN and XLE, 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%$44.6B1.0

First Trust Nasdaq Oil & Gas ETFSectors · Energy0.60%1.74%+49.2%+53.1%+15.3%+16.7%−16.4%24.9%$1.2B2.0

Rank among the two1st → 2ndFee, 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: FTXN 2016 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Nasdaq Oil & Gas ETF · $1.2B$21,676

FTXN

XLE

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

$10,000 five years ago, dividends reinvested · they hold 64.4% in common

FTXNMeasureXLE

+49.2%Year to dateJan 1 → Nov 3+52.1%

+53.1%1 yearTotal return+55.6%

+15.3%3 years · per year$10,000 became $15,309 · $17,324+20.1%

+16.7%5 years · per year$10,000 became $21,676 · $26,887+21.9%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

1.74%Trailing 12-mo yield$174 · $228 a year on $10k2.28%

−16.4%Worst dropSmaller is better−15.0%

24.9%VolatilityLower is calmer22.6%

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

0–8XLE wins

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

More Ways to See the Pairs

FTXN vs XLE: Top 5 Holdings

Today

FTXN

37.5%in top 5

XLE

in top 558.9%

FTXNStockXLE

8.2%XOM24.3%

8.0%CVX18.3%

8.2%COP7.2%

7.5%MPC4.6%

5.6%EOGnot top 5

not top 5PSX4.5%

Held in common64.4%

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

FTXN vs XLE Returns, Every Period

First TrustFTXN

+16.7%

5 years, per year

XLESPDR

+21.9%

5 years, per year

FTXNXLEFaded: behind in that period

0–4XLE wins

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

FTXN vs XLE

YTD

First TrustFTXN

+49.2%

XLESPDR

+52.1%

+49.2%Year to date+52.1%

−16.4%Worst drop · 1Y−15.0%

24.9%Volatility · 1Y22.6%

1.7%Yield2.3%

$1.2BAssets$44.6B

4–0XLE wins

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

Cost, Income and Risk

Fees: FTXN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FTXN0.60%$60

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

Yields: FTXN, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

FTXN1.74%$174

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

FTXN$174 − $60 = $114

KeptFee

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

Overlap: FTXN, XLE

Today

64.4%most shared, FTXN and XLE

FTXNXLE

FTXN—64.4%

XLE64.4%—

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

Return vs Bumpiness: 2 ETFs

+55.6%XLE, at 22.6% volatility

XLEWorst drop−15.0%22.6% vol

FTXNWorst drop−16.4%24.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFTXN

+52.1%Year to date+49.2%

2.3%Yield1.7%

+55.6%Past year+53.1%

0.08%Fee0.60%

4–0XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026