Compare · 2 funds side by side · dividends reinvested

IEO and XLE

IEOiShares×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

IEO 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%$44.6B1.3

iShares U.S. Oil & Gas Exploration & Production ETFSectors · Energy0.37%1.53%+62.4%+63.3%+17.1%+19.9%−16.3%27.4%$887M1.8

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: IEO 2006 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Oil & Gas Exploration & Production ETF · $887M$24,777

IEO

XLE

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

$10,000 five years ago, dividends reinvested · they hold 33.7% in common

IEOMeasureXLE

+62.4%Year to dateJan 1 → Nov 3+52.1%

+63.3%1 yearTotal return+55.6%

+17.1%3 years · per year$10,000 became $16,055 · $17,324+20.1%

+19.9%5 years · per year$10,000 became $24,777 · $26,887+21.9%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

1.53%Trailing 12-mo yield$153 · $228 a year on $10k2.28%

−16.3%Worst dropSmaller is better−15.0%

27.4%VolatilityLower is calmer22.6%

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

2–6XLE wins

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

More Ways to See the Pairs

IEO vs XLE: Top 5 Holdings

Today

IEO

51.4%in top 5

XLE

in top 558.9%

IEOStockXLE

not top 5XOM24.3%

not top 5CVX18.3%

18.3%COP7.2%

12.4%MPC4.6%

11.4%VLOnot top 5

4.7%EOGnot top 5

4.6%PSX4.5%

Held in common33.7%

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

IEO vs XLE Returns, Every Period

iSharesIEO

+19.9%

5 years, per year

XLESPDR

+21.9%

5 years, per year

IEOXLEFaded: behind in that period

2–2Level

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

IEO vs XLE

YTD

iSharesIEO

+62.4%

XLESPDR

+52.1%

+62.4%Year to date+52.1%

−16.3%Worst drop · 1Y−15.0%

27.4%Volatility · 1Y22.6%

1.5%Yield2.3%

$887MAssets$44.6B

3–1XLE wins

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

Cost, Income and Risk

Fees: IEO, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IEO0.37%$37

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

Yields: IEO, XLE

2.28%highest, XLE

FundTrailing yieldYield$10k

XLE2.28%$228

IEO1.53%$153

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

Income After Fees on $10,000

$220most kept, XLE

XLE$228 − $8 = $220

IEO$153 − $37 = $116

KeptFee

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

Overlap: IEO, XLE

Today

33.7%most shared, IEO and XLE

IEOXLE

IEO—33.7%

XLE33.7%—

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

Return vs Bumpiness: 2 ETFs

+63.3%IEO, at 27.4% volatility

XLEWorst drop−15.0%22.6% vol

IEOWorst drop−16.3%27.4% vol

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

Paid More vs Made More

YTD

XLEIEO

+52.1%Year to date+62.4%

2.3%Yield1.5%

+55.6%Past year+63.3%

0.08%Fee0.37%

2–2level

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