Compare · 3 funds side by side · dividends reinvested

IUSB, XLV and XLE

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, XLV and XLE, 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

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.2%+31.2%+16.0%+8.9%−10.5%16.9%$49.7B2.0

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 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

IUSB

XLV

State Street Health Care Select Sector SPDR ETF · $49.7B$15,284

$10,000 five years ago, dividends reinvested

IUSBMeasureXLV

+0.1%Year to dateJan 1 → Nov 9+23.2%

+0.5%1 yearTotal return+31.2%

+5.4%3 years · per year$10,000 became $11,705 · $15,616+16.0%

+0.3%5 years · per year$10,000 became $10,151 · $15,284+8.9%

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

4.33%Trailing 12-mo yield$433 · $135 a year on $10k1.35%

−4.3%Worst dropSmaller is better−10.5%

3.9%VolatilityLower is calmer16.9%

IUSBXLV 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 XLV: Top 5 Holdings

Today

IUSB

[…]in top 5

XLV

in top 544.5%

IUSBStockXLV

not top 5LLY16.2%

not top 5JNJ9.9%

not top 5ABBV7.7%

not top 5MRK5.4%

not top 5UNH5.3%

Held in common[…]

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

IUSB vs XLV Returns, Every Period

iSharesIUSB

+0.3%

5 years, per year

XLVSPDR

+8.9%

5 years, per year

IUSBXLVFaded: behind in that period

0–4XLV wins

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

Bonds vs Sector: IUSB vs XLE

YTD

iSharesIUSB

+0.1%

XLESPDR

+41.3%

+0.1%Year to date+41.3%

−4.3%Worst drop · 1Y−15.0%

3.9%Volatility · 1Y23.3%

4.3%Yield2.5%

$50.5BAssets$40.5B

3–1IUSB wins

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

Cost, Income and Risk

Fees: IUSB, XLV, XLE

Today

0.06%lowest, IUSB

FundExpense ratioFee$10k

IUSB0.06%$6

XLV0.08%$8

XLE0.08%$8

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

Yields: IUSB, XLV, XLE

4.33%highest, IUSB

FundTrailing yieldYield$10k

IUSB4.33%$433

XLE2.46%$246

XLV1.35%$135

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

Income After Fees on $10,000

$427most kept, IUSB

IUSB$433 − $6 = $427

XLE$246 − $8 = $238

XLV$135 − $8 = $127

KeptFee

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

Overlap: IUSB, XLV, XLE

Today

0.0%most shared, XLV and XLE

IUSBXLVXLE

IUSB—[…][…]

XLV[…]—0.0%

XLE[…]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

XLVWorst drop−10.5%16.9% 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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026