Compare · 2 funds side by side · dividends reinvested

IBAT and XLE

IBATiShares×XLESPDR×
$5k$10k$15k$20k$25k$30kLow $9,323 · 2021XLE$26,887Oct 2021Nov 2026Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,887XLE · best of the two
02 / 04

IBAT 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
iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+26.4%+13.6%[…][…]−25.9%32.1%$55M2.0
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: IBAT 2024 · XLE 1998
@TheETFTracker·theetftracker.com

Head to Head

5Y
iShares Energy Storage & Materials ETF · $55M[…]
IBAT
XLE
State Street Energy Select Sector SPDR ETF · $44.6B$26,887

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

IBATMeasureXLE
+26.4%Year to dateJan 1 → Nov 3+52.1%
+13.6%1 yearTotal return+55.6%
[…]3 years · per year$10,000 became […] · $17,324+20.1%
[…]5 years · per year$10,000 became […] · $26,887+21.9%
0.47%Expense ratio$47 · $8 a year on $10k · lower is better0.08%
0.84%Trailing 12-mo yield$84 · $228 a year on $10k2.28%
−25.9%Worst dropSmaller is better−15.0%
32.1%VolatilityLower is calmer22.6%
IBATXLE Winner of the row, in its colourEach row: the bigger of the two fills its side
0–6XLE wins
End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns
@TheETFTracker·theetftracker.com

More Ways to See the Pairs

IBAT vs XLE: Top 5 Holdings

Today
IBAT
34.0%in top 5
XLE
in top 558.9%
IBATStockXLE
not top 5XOM24.3%
not top 5CVX18.3%
7.3%APDnot top 5
not top 5COP7.2%
7.1%BEnot top 5
7.1%AI.PAnot top 5
6.5%BAS.DEnot top 5
6.0%6762.Tnot top 5
not top 5MPC4.6%
not top 5PSX4.5%
Held in common0.0%
End-of-day Nov 3, 2026 · share of each fund
@TheETFTracker·theetftracker.com

IBAT vs XLE Returns, Every Period

1Y
iSharesIBAT
+13.6%
past year
XLESPDR
+55.6%
past year
0%+20%+40%+60%+26.4%+52.1%YTD+13.6%+55.6%1 year
IBATXLEFaded: behind in that period
0–2XLE wins
End-of-day Nov 3, 2026 · dividends in · faded = behind in that period
@TheETFTracker·theetftracker.com

IBAT vs XLE

YTD
iSharesIBAT
+26.4%
XLESPDR
+52.1%
Jan 1Nov 3+26.4%+52.1%
+26.4%Year to date+52.1%
−25.9%Worst drop · 1Y−15.0%
32.1%Volatility · 1Y22.6%
0.8%Yield2.3%
$55.0MAssets$44.6B
4–0XLE wins
End-of-day Nov 3, 2026 · smaller drop and lower volatility win
@TheETFTracker·theetftracker.com

Cost, Income and Risk

Fees: IBAT, XLE

Today
0.08%lowest, XLE
FundExpense ratioFee$10k
XLE0.08%$8
IBAT0.47%$47
End-of-day Nov 3, 2026 · fee on $10,000 a year
@TheETFTracker·theetftracker.com

Yields: IBAT, XLE

1Y
2.28%highest, XLE
FundTrailing yieldYield$10k
XLE2.28%$228
IBAT0.84%$84
End-of-day Nov 3, 2026 · trailing 12-month yield
@TheETFTracker·theetftracker.com

Income After Fees on $10,000

1Y
$220most kept, XLE
XLE$228 − $8 = $220
IBAT$84 − $47 = $37
KeptFee
End-of-day Nov 3, 2026 · yield in dollars minus the fee
@TheETFTracker·theetftracker.com

Overlap: IBAT, XLE

Today
0.0%most shared, IBAT and XLE
IBATXLE
IBAT—0.0%
XLE0.0%—
End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus
@TheETFTracker·theetftracker.com

Return vs Bumpiness: 2 ETFs

1Y
+55.6%XLE, at 22.6% volatility
0%+20%+40%+60%+80%10%20%30%40%Volatility · 1 year → bumpierXLE +55.6%IBAT +13.6%
XLEWorst drop−15.0%22.6% vol
IBATWorst drop−25.9%32.1% vol
End-of-day Nov 3, 2026 · up and left is better
@TheETFTracker·theetftracker.com

Paid More vs Made More

YTD
XLEIBAT
Jan 1Nov 3+52.1%+26.4%
+52.1%Year to date+26.4%
2.3%Yield0.8%
+55.6%Past year+13.6%
0.08%Fee0.47%
4–0XLE wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

Popular Pairs Near These Two

XLE vs VDE

YTD
SPDRXLE
+52.1%
VDEVanguard
+50.3%
Jan 1Nov 3+52.1%+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
@TheETFTracker·theetftracker.com

SCHD vs VIG

YTD
SchwabSCHD
+32.8%
VIGVanguard
+14.0%
Jan 1Nov 3+32.8%+14.0%
+32.8%Year to date+14.0%
3.0%Yield1.5%
$121BAssets$109B
2–0SCHD wins
End-of-day Nov 3, 2026
@TheETFTracker·theetftracker.com

JEPQ vs JEPI

YTD
J.P. MorganJEPQ
+7.5%
JEPIJ.P. Morgan
+7.0%
Jan 1Nov 3+7.5%+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
@TheETFTracker·theetftracker.com