Compare · 3 funds side by side · dividends reinvested

GSIB, XLF 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

GSIB, XLF 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%$40.5B1.6

Themes Global Systemically Important Banks ETFSectors · Financials0.35%1.62%+17.5%+29.3%[…][…]−13.9%18.9%$37M2.0

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.0

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: GSIB 2023 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Themes Global Systemically Important Banks ETF · $37M[…]

GSIB

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 20.2% in common

GSIBMeasureXLF

+17.5%Year to dateJan 1 → Nov 9+7.2%

+29.3%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $18,230+22.2%

[…]5 years · per year$10,000 became […] · $15,690+9.4%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

1.62%Trailing 12-mo yield$162 · $142 a year on $10k1.42%

−13.9%Worst dropSmaller is better−14.8%

18.9%VolatilityLower is calmer15.3%

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

4–2GSIB wins

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

More Ways to See the Pairs

GSIB vs XLF: Top 5 Holdings

Today

GSIB

20.3%in top 5

XLF

in top 543.8%

GSIBStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V9.0%

not top 5MA6.6%

4.2%0939.HKnot top 5

4.1%1288.HKnot top 5

4.1%3328.HKnot top 5

4.0%IDCBYnot top 5

not top 5BAC4.0%

3.9%3988.HKnot top 5

Held in common20.2%

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

GSIB vs XLF Returns, Every Period

ThemesGSIB

+29.3%

past year

XLFSPDR

+12.4%

past year

GSIBXLFFaded: behind in that period

2–0GSIB wins

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

GSIB vs XLE

YTD

ThemesGSIB

+17.5%

XLESPDR

+41.3%

+17.5%Year to date+41.3%

−13.9%Worst drop · 1Y−15.0%

18.9%Volatility · 1Y23.3%

1.6%Yield2.5%

$37.2MAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: GSIB, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

GSIB0.35%$35

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

Yields: GSIB, XLF, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

GSIB1.62%$162

XLF1.42%$142

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

GSIB$162 − $35 = $127

KeptFee

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

Overlap: GSIB, XLF, XLE

Today

20.2%most shared, GSIB and XLF

GSIBXLFXLE

GSIB—20.2%0.0%

XLF20.2%—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

XLFWorst drop−14.8%15.3% vol

GSIBWorst drop−13.9%18.9% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEGSIB

+41.3%Year to date+17.5%

2.5%Yield1.6%

+44.3%Past year+29.3%

0.08%Fee0.35%

4–0XLE 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