Compare · 3 funds side by side · dividends reinvested

FXG, XLE and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

FXG, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.7B1.5

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.6B1.8

First Trust Consumer Staples AlphaDEX FundSectors · Consumer0.63%1.99%+5.6%+5.1%+4.0%+3.6%−16.0%15.2%$222M2.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: FXG 2007 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

First Trust Consumer Staples AlphaDEX Fund · $222M$11,955

FXG

XLE

State Street Energy Select Sector SPDR ETF · $40.7B$25,622

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

FXGMeasure

More Ways to See the Pairs

FXG vs XLE: Top 5 Holdings

Today

FXG

21.5%in top 5

XLE

in top 559.2%

FXGStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

not top 5COP7.2%

4.7%CAHnot top 5

not top 5MPC4.6%

Cost, Income and Risk

Fees: FXG, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

FXG0.63%$63

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

Yields: FXG, XLE, XLF

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.7BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XLE

+5.6%Year to dateJan 1 → Nov 10+41.9%

+5.1%1 yearTotal return+42.9%

+4.0%3 years · per year$10,000 became $11,260 · $15,781+16.4%

+3.6%5 years · per year$10,000 became $11,955 · $25,622+20.7%

0.63%Expense ratio$63 · $8 a year on $10k · lower is better0.08%

1.99%Trailing 12-mo yield$199 · $245 a year on $10k2.45%

−16.0%Worst dropSmaller is better−15.0%

15.2%VolatilityLower is calmer23.3%

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

1–7XLE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5PSX4.6%

4.4%FRPTnot top 5

4.3%POSTnot top 5

4.1%PPCnot top 5

3.9%SFDnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

FXG vs XLE Returns, Every Period

5Y

First TrustFXG

+3.6%

5 years, per year

XLESPDR

+20.7%

5 years, per year

FXGXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FXG vs XLE

YTD

First TrustFXG

+5.6%

XLESPDR

+41.9%

+5.6%Year to date+41.9%

−16.0%Worst drop · 1Y−15.0%

15.2%Volatility · 1Y23.3%

2.0%Yield2.4%

$222MAssets$40.7B

3–1XLE wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

FXG1.99%$199

XLF1.42%$142

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

FXG$199 − $63 = $136

XLF$142 − $8 = $134

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FXG, XLE, XLF

Today

0.0%most shared, FXG and XLE

FXGXLEXLF

FXG—0.0%0.0%

XLE0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

FXGWorst drop−16.0%15.2% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLF

+41.9%Year to date+7.7%

2.4%Yield1.4%

+42.9%Past year+12.2%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

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FXG, XLE and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three