Compare · 3 funds side by side · dividends reinvested

FXN, XLE and VOO

FXNFirst Trust×XLESPDR×VOOVanguard×

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

02 / 04

FXN, 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%$44.6B1.6

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

First Trust Energy AlphaDEX FundSectors · Energy0.63%1.75%+48.0%+54.5%+14.4%+16.0%−13.4%23.6%$394M2.4

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: FXN 2007 · XLE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

FXN

First Trust Energy AlphaDEX Fund · $394M$21,042

$10,000 five years ago, dividends reinvested · they hold 43.7% in common

XLEMeasureFXN

+52.1%Year to dateJan 1 → Nov 3+48.0%

+55.6%1 yearTotal return+54.5%

+20.1%3 years · per year$10,000 became $17,324 · $14,991+14.4%

+21.9%5 years · per year$10,000 became $26,887 · $21,042+16.0%

0.08%Expense ratio$8 · $63 a year on $10k · lower is better0.63%

2.28%Trailing 12-mo yield$228 · $175 a year on $10k1.75%

−15.0%Worst dropSmaller is better−13.4%

22.6%VolatilityLower is calmer23.6%

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

7–1XLE wins

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

More Ways to See the Pairs

XLE vs FXN: Top 5 Holdings

Today

XLE

58.9%in top 5

FXN

in top 522.4%

XLEStockFXN

24.3%XOMnot top 5

18.3%CVXnot top 5

7.2%COPnot top 5

not top 5RRC5.4%

4.6%MPC4.1%

not top 5AR4.6%

4.5%PSX4.0%

not top 5CHRD4.3%

Held in common43.7%

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

XLE vs FXN Returns, Every Period

SPDRXLE

+21.9%

5 years, per year

FXNFirst Trust

+16.0%

5 years, per year

XLEFXNFaded: behind in that period

4–0XLE wins

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

XLE vs FXN

YTD

SPDRXLE

+52.1%

FXNFirst Trust

+48.0%

+52.1%Year to date+48.0%

−15.0%Worst drop · 1Y−13.4%

22.6%Volatility · 1Y23.6%

2.3%Yield1.7%

$44.6BAssets$394M

3–1XLE wins

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

Cost, Income and Risk

Fees: FXN, XLE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

FXN0.63%$63

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

Yields: FXN, XLE, VOO

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

FXN1.75%$175

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

FXN$175 − $63 = $112

VOO$107 − $3 = $104

KeptFee

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

Overlap: FXN, XLE, VOO

Today

43.7%most shared, FXN and XLE

FXNXLEVOO

FXN—43.7%3.4%

XLE43.7%—3.4%

VOO3.4%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

XLEWorst drop−15.0%22.6% vol

FXNWorst drop−13.4%23.6% vol

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

Paid More vs Made More

YTD

XLEFXN

+52.1%Year to date+48.0%

2.3%Yield1.7%

+55.6%Past year+54.5%

0.08%Fee0.63%

4–0XLE 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