Compare · 2 funds side by side · dividends reinvested

IVV and XLE

IVViShares×XLESPDR×

Versus in desk

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

02 / 04

IVV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.5

Rank among the two1st → 2ndFee, 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: IVV 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

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

IVVMeasureXLE

+8.7%Year to dateJan 1 → Nov 6+40.6%

+9.8%1 yearTotal return+45.0%

+21.8%3 years · per year$10,000 became $18,084 · $15,939+16.8%

+11.4%5 years · per year$10,000 became $17,177 · $25,568+20.7%

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 6, 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

27.8%in top 5

XLE

in top 559.5%

IVVStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

7.9%AAPLnot top 5

not top 5COP7.3%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common3.5%

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

IVV vs XLE Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IVVXLEFaded: behind in that period

1–3XLE wins

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

Core vs Sector: IVV vs XLE

YTD

iSharesIVV

+8.7%

XLESPDR

+40.6%

+8.7%Year to date+40.6%

−8.9%Worst drop · 1Y−15.0%

13.6%Volatility · 1Y23.3%

1.1%Yield2.5%

$853BAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: IVV, XLE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

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

Yields: IVV, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IVV1.14%$114

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IVV$114 − $3 = $111

KeptFee

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

Overlap: IVV, XLE

Today

3.5%most shared, IVV and XLE

IVVXLE

IVV—3.5%

XLE3.5%—

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

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

IVVWorst drop−8.9%13.6% 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

XLEIVV

+40.6%Year to date+8.7%

2.5%Yield1.1%

+45.0%Past year+9.8%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

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%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026