Compare · 3 funds side by side · dividends reinvested

IWF, XLE and VGT

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

02 / 04

IWF, XLE and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.5

Vanguard Information Technology ETFSectors · Technology0.09%0.44%+14.0%+11.1%+28.8%+15.4%−17.5%26.5%$155B2.1

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.4

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: IWF 2000 · XLE 1998 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,330

IWF

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

IWFMeasureXLE

−6.5%Year to dateJan 1 → Nov 5+40.6%

−7.6%1 yearTotal return+45.4%

+19.5%3 years · per year$10,000 became $17,073 · $15,905+16.7%

+8.9%5 years · per year$10,000 became $15,330 · $25,404+20.5%

0.18%Expense ratio$18 · $8 a year on $10k · lower is better0.08%

0.39%Trailing 12-mo yield$39 · $247 a year on $10k2.47%

−14.6%Worst dropSmaller is better−15.0%

19.3%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

IWF vs XLE: Top 5 Holdings

Today

IWF

39.6%in top 5

XLE

in top 559.2%

IWFStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

14.6%NVDAnot top 5

8.5%AAPLnot top 5

not top 5COP7.1%

6.4%MSFTnot top 5

5.3%GOOGLnot top 5

4.7%AVGOnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common0.5%

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

IWF vs XLE Returns, Every Period

iSharesIWF

+8.9%

5 years, per year

XLESPDR

+20.5%

5 years, per year

IWFXLEFaded: behind in that period

1–3XLE wins

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

Stocks vs Sector: IWF vs XLE

YTD

iSharesIWF

−6.5%

XLESPDR

+40.6%

−6.5%Year to date+40.6%

−14.6%Worst drop · 1Y−15.0%

19.3%Volatility · 1Y23.3%

0.4%Yield2.5%

$113BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: IWF, XLE, VGT

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

IWF0.18%$18

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

Yields: IWF, XLE, VGT

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VGT0.44%$44

IWF0.39%$39

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VGT$44 − $9 = $35

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, XLE, VGT

Today

53.1%most shared, IWF and VGT

IWFXLEVGT

IWF—0.5%53.1%

XLE0.5%—0.0%

VGT53.1%0.0%—

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

IWFWorst drop−14.6%19.3% vol

XLEWorst drop−15.0%23.3% vol

VGTWorst drop−17.5%26.5% vol

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

Paid More vs Made More

YTD

XLEVGT

+40.6%Year to date+14.0%

2.5%Yield0.4%

+45.4%Past year+11.1%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

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

$117BAssets$155B

1–1level

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%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026