Compare · 3 funds side by side · dividends reinvested

IUSB, XLE and VNQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

IUSB, XLE and VNQ, 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%$40.5B1.9

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.33%+0.1%+0.5%+5.4%+0.3%−4.3%3.9%$50.5B2.0

Vanguard Real Estate ETFSectors · Real estate0.13%3.50%+13.1%+13.7%+13.0%+1.5%−11.4%14.3%$35.9B2.1

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: IUSB 2014 · XLE 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.5B$10,151

IUSB

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested

IUSBMeasureXLE

+0.1%Year to dateJan 1 → Nov 9+41.3%

+0.5%1 yearTotal return+44.3%

+5.4%3 years · per year$10,000 became $11,705 · $15,555+15.9%

+0.3%5 years · per year$10,000 became $10,151 · $25,271+20.4%

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

4.33%Trailing 12-mo yield$433 · $246 a year on $10k2.46%

−4.3%Worst dropSmaller is better−15.0%

3.9%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

IUSB vs XLE: Top 5 Holdings

Today

IUSB

[…]in top 5

XLE

in top 559.6%

IUSBStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

Held in common[…]

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

IUSB vs XLE Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

XLESPDR

+20.4%

5 years, per year

IUSBXLEFaded: behind in that period

0–4XLE wins

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

Bonds vs Sector: IUSB vs VNQ

YTD

iSharesIUSB

+0.1%

VNQVanguard

+13.1%

+0.1%Year to date+13.1%

−4.3%Worst drop · 1Y−11.4%

3.9%Volatility · 1Y14.3%

4.3%Yield3.5%

$50.5BAssets$35.9B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, XLE, VNQ

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLE0.08%$8

VNQ0.13%$13

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

Yields: IUSB, XLE, VNQ

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

VNQ3.50%$350

XLE2.46%$246

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

VNQ$350 − $13 = $337

XLE$246 − $8 = $238

KeptFee

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

Overlap: IUSB, XLE, VNQ

Today

0.0%most shared, XLE and VNQ

IUSBXLEVNQ

IUSB—[…][…]

XLE[…]—0.0%

VNQ[…]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

IUSBWorst drop−4.3%3.9% vol

VNQWorst drop−11.4%14.3% 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

IUSBXLE

+0.1%Year to date+41.3%

4.3%Yield2.5%

+0.5%Past year+44.3%

0.06%Fee0.08%

2–2level

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

VNQ vs SCHH

YTD

VanguardVNQ

+13.1%

SCHHSchwab

+16.5%

+13.1%Year to date+16.5%

3.5%Yield2.8%

$35.9BAssets$11.4B

1–1level

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