Compare · 3 funds side by side · dividends reinvested

IJR, XLE and VTV

02 / 04

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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

IJR, XLE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+24.8%+20.7%+12.2%−6.4%10.8%$184B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.7B1.9

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.21%+18.5%+21.3%+16.2%+5.7%−9.7%16.3%$106B2.6

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: IJR 2000 · XLE 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P Small-Cap ETF · $106B$13,218

IJR

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

IJRMeasure

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IJR vs XLE: Top 5 Holdings

Today

IJR

2.6%in top 5

XLE

in top 559.2%

IJRStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

not top 5COP7.2%

not top 5MPC4.6%

not top 5PSX4.6%

Cost, Income and Risk

Fees: IJR, XLE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IJR0.06%$6

XLE0.08%$8

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

Yields: IJR, XLE, VTV

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.8%

+21.0%Year to date+18.8%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 10, 2026

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

XLE

+18.5%Year to dateJan 1 → Nov 10+41.9%

+21.3%1 yearTotal return+42.9%

+16.2%3 years · per year$10,000 became $15,695 · $15,781+16.4%

+5.7%5 years · per year$10,000 became $13,218 · $25,622+20.7%

0.06%Expense ratio$6 · $8 a year on $10k · lower is better0.08%

1.21%Trailing 12-mo yield$121 · $245 a year on $10k2.45%

−9.7%Worst dropSmaller is better−15.0%

16.3%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

0.6%VSATnot top 5

0.5%RHPnot top 5

0.5%PAYCnot top 5

0.5%VSXYnot top 5

0.5%MTCHnot top 5

Held in common0.0%

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

IJR vs XLE Returns, Every Period

5Y

iSharesIJR

+5.7%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IJRXLEFaded: behind in that period

0–4XLE wins

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

Stocks vs Sector: IJR vs XLE

YTD

iSharesIJR

+18.5%

XLESPDR

+41.9%

+18.5%Year to date+41.9%

−9.7%Worst drop · 1Y−15.0%

16.3%Volatility · 1Y23.3%

1.2%Yield2.4%

$106BAssets$40.7B

2–2level

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

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

VTV1.83%$183

IJR1.21%$121

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

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

VTV$183 − $3 = $180

IJR$121 − $6 = $115

KeptFee

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

Overlap: IJR, XLE, VTV

Today

7.9%most shared, XLE and VTV

IJRXLEVTV

IJR—0.0%0.0%

XLE0.0%—7.9%

VTV0.0%7.9%—

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

VTVWorst drop−6.4%10.8% vol

IJRWorst drop−9.7%16.3% 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

XLEVTV

+41.9%Year to date+21.0%

2.4%Yield1.8%

+42.9%Past year+24.8%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 10, 2026

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.7BAssets$10.4B

1–0XLE 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

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IJR, XLE and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three