Compare · 3 funds side by side · dividends reinvested

IJR, XLE and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

IJR, XLE and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.24%+15.5%+17.6%+17.3%+5.7%−9.7%16.2%$104B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: IJR 2000 · XLE 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Small-Cap ETF · $104B$13,170

IJR

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

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

IJRMeasureXLE

+15.5%Year to dateJan 1 → Nov 6+40.6%

+17.6%1 yearTotal return+45.0%

+17.3%3 years · per year$10,000 became $16,147 · $15,939+16.8%

+5.7%5 years · per year$10,000 became $13,170 · $25,568+20.7%

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

1.24%Trailing 12-mo yield$124 · $247 a year on $10k2.47%

−9.7%Worst dropSmaller is better−15.0%

16.2%VolatilityLower is calmer23.3%

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

4–4Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IJR vs XLE: Top 5 Holdings

Today

IJR

2.6%in top 5

XLE

in top 559.5%

IJRStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.5%

0.6%PAYCnot top 5

0.5%LTHnot top 5

0.5%MTCHnot top 5

0.5%RHPnot top 5

0.5%PTGXnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

IJR vs XLE Returns, Every Period

iSharesIJR

+5.7%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IJRXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: IJR vs XLE

YTD

iSharesIJR

+15.5%

XLESPDR

+40.6%

+15.5%Year to date+40.6%

−9.7%Worst drop · 1Y−15.0%

16.2%Volatility · 1Y23.3%

1.2%Yield2.5%

$104BAssets$42.0B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IJR, XLE, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

XLE0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IJR, XLE, VUG

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IJR1.24%$124

VUG0.42%$42

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IJR$124 − $6 = $118

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IJR, XLE, VUG

Today

0.2%most shared, XLE and VUG

IJRXLEVUG

IJR—0.0%0.0%

XLE0.0%—0.2%

VUG0.0%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

IJRWorst drop−9.7%16.2% vol

VUGWorst drop−15.1%19.0% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIJR

+40.6%Year to date+15.5%

2.5%Yield1.2%

+45.0%Past year+17.6%

0.08%Fee0.06%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026