Compare · 3 funds side by side · dividends reinvested

IVV, XLK 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

IVV, XLK 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%$40.5B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B2.0

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.49%+19.1%+18.8%+27.0%+17.1%−19.6%28.6%$110B2.3

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: IVV 2000 · XLK 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $875B$17,545

IVV

XLK

State Street Technology Select Sector SPDR ETF · $110B$21,984

$10,000 five years ago, dividends reinvested · they hold 35.9% in common

IVVMeasureXLK

+11.3%Year to dateJan 1 → Nov 9+19.1%

+13.6%1 yearTotal return+18.8%

+22.0%3 years · per year$10,000 became $18,159 · $20,484+27.0%

+11.9%5 years · per year$10,000 became $17,545 · $21,984+17.1%

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

1.11%Trailing 12-mo yield$111 · $49 a year on $10k0.49%

−8.9%Worst dropSmaller is better−19.6%

13.8%VolatilityLower is calmer28.6%

IVVXLK 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

IVV vs XLK: Top 5 Holdings

Today

IVV

27.8%in top 5

XLK

in top 553.5%

IVVStockXLK

7.9%AAPL16.5%

7.1%NVDA14.9%

6.2%MSFT13.0%

not top 5AVGO4.6%

not top 5AMD4.4%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common35.9%

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

IVV vs XLK Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

XLKSPDR

+17.1%

5 years, per year

IVVXLKFaded: behind in that period

0–4XLK wins

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

Core vs Sector: IVV vs XLE

YTD

iSharesIVV

+11.3%

XLESPDR

+41.3%

+11.3%Year to date+41.3%

−8.9%Worst drop · 1Y−15.0%

13.8%Volatility · 1Y23.3%

1.1%Yield2.5%

$875BAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: IVV, XLK, XLE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLK0.08%$8

XLE0.08%$8

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

Yields: IVV, XLK, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

IVV1.11%$111

XLK0.49%$49

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IVV$111 − $3 = $108

XLK$49 − $8 = $41

KeptFee

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

Overlap: IVV, XLK, XLE

Today

35.9%most shared, IVV and XLK

IVVXLKXLE

IVV—35.9%3.5%

XLK35.9%—0.0%

XLE3.5%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

IVVWorst drop−8.9%13.8% vol

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.6% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLK

+41.3%Year to date+19.1%

2.5%Yield0.5%

+44.3%Past year+18.8%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

0.08% · $8Fee · on $10k a year0.09% · $9

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

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