Compare · 3 funds side by side · dividends reinvested

IVV, XLE and QQQ

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

IVV, XLE and QQQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.9

Invesco QQQ Trust, Series 1Low-Cost Core · Nasdaq-1000.18%0.48%+5.7%+5.0%+23.3%+11.7%−14.8%21.3%$465B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · XLE 1998 · QQQ 1999

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

IVVMeasureXLE

+8.4%Year to dateJan 1 → Nov 5+40.6%

+9.7%1 yearTotal return+45.4%

+22.1%3 years · per year$10,000 became $18,221 · $15,905+16.7%

+11.4%5 years · per year$10,000 became $17,151 · $25,404+20.5%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.14%Trailing 12-mo yield$114 · $247 a year on $10k2.47%

−8.9%Worst dropSmaller is better−15.0%

13.6%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

IVV vs XLE: Top 5 Holdings

Today

IVV

27.7%in top 5

XLE

in top 559.2%

IVVStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

not top 5COP7.1%

6.2%MSFTnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common3.5%

End-of-day Nov 5, 2026 · share of each fund

IVV vs XLE Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

XLESPDR

+20.5%

5 years, per year

IVVXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Core vs Sector: IVV vs XLE

YTD

iSharesIVV

+8.4%

XLESPDR

+40.6%

+8.4%Year to date+40.6%

−8.9%Worst drop · 1Y−15.0%

13.6%Volatility · 1Y23.3%

1.1%Yield2.5%

$887BAssets$44.1B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, XLE, QQQ

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

QQQ0.18%$18

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, XLE, QQQ

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IVV1.14%$114

QQQ0.48%$48

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IVV$114 − $3 = $111

QQQ$48 − $18 = $30

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, XLE, QQQ

Today

52.8%most shared, IVV and QQQ

IVVXLEQQQ

IVV—3.5%52.8%

XLE3.5%—0.5%

QQQ52.8%0.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

IVVWorst drop−8.9%13.6% vol

QQQWorst drop−14.8%21.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIVV

+40.6%Year to date+8.4%

2.5%Yield1.1%

+45.4%Past year+9.7%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+5.9%

QQQInvesco

+5.7%

+5.9%Year to date+5.7%

0.15% · $15Fee · on $10k a year0.18% · $18

$106BAssets$465B

2–0QQQM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026