Compare · 3 funds side by side · dividends reinvested

IUSB, XLE and XLV

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

02 / 04

IUSB, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.8

iShares Core Universal USD Bond ETFBonds & Cash · Core aggregate0.06%4.34%+0.1%+0.8%+5.6%+0.3%−4.3%3.9%$50.4B2.0

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$50.9B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: IUSB 2014 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core Universal USD Bond ETF · $50.4B$10,138

IUSB

XLE

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

$10,000 five years ago, dividends reinvested

IUSBMeasureXLE

+0.1%Year to dateJan 1 → Nov 6+40.6%

+0.8%1 yearTotal return+45.0%

+5.6%3 years · per year$10,000 became $11,774 · $15,939+16.8%

+0.3%5 years · per year$10,000 became $10,138 · $25,568+20.7%

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

4.34%Trailing 12-mo yield$434 · $247 a year on $10k2.47%

−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 6, 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 559.5%

IUSBStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.5%

Held in common[…]

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

IUSB vs XLE Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IUSBXLEFaded: behind in that period

0–4XLE wins

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

Bonds vs Sector: IUSB vs XLE

YTD

iSharesIUSB

+0.1%

XLESPDR

+40.6%

+0.1%Year to date+40.6%

−4.3%Worst drop · 1Y−15.0%

3.9%Volatility · 1Y23.3%

4.3%Yield2.5%

$50.4BAssets$42.0B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, XLE, XLV

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLE0.08%$8

XLV0.08%$8

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

Yields: IUSB, XLE, XLV

4.34%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.34%$434

XLE2.47%$247

XLV1.38%$138

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

Income After Fees on $10,000

$428most kept, IUSB

IUSB$434 − $6 = $428

XLE$247 − $8 = $239

XLV$138 − $8 = $130

KeptFee

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

Overlap: IUSB, XLE, XLV

Today

0.0%most shared, XLE and XLV

IUSBXLEXLV

IUSB—[…][…]

XLE[…]—0.0%

XLV[…]0.0%—

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

IUSBWorst drop−4.3%3.9% vol

XLVWorst drop−10.5%16.8% 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

IUSBXLE

+0.1%Year to date+40.6%

4.3%Yield2.5%

+0.8%Past year+45.0%

0.06%Fee0.08%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026