Compare · 3 funds side by side · dividends reinvested

IWF, XLE and VTV

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

02 / 04

IWF, XLE and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$113B2.6

Rank among the three1st → 3rdFee, 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: IWF 2000 · XLE 1998 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Russell 1000 Growth ETF · $113B$15,441

IWF

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

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

IWFMeasureXLE

−5.3%Year to dateJan 1 → Nov 6+40.6%

−6.5%1 yearTotal return+45.0%

+19.4%3 years · per year$10,000 became $17,022 · $15,939+16.8%

+9.1%5 years · per year$10,000 became $15,442 · $25,568+20.7%

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%

19.4%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 6, 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

39.8%in top 5

XLE

in top 559.5%

IWFStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

14.1%NVDAnot top 5

9.0%AAPLnot top 5

not top 5COP7.3%

6.6%MSFTnot top 5

5.5%GOOGLnot top 5

4.5%AVGOnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

Held in common0.5%

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

IWF vs XLE Returns, Every Period

iSharesIWF

+9.1%

5 years, per year

XLESPDR

+20.7%

5 years, per year

IWFXLEFaded: behind in that period

1–3XLE wins

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

Stocks vs Sector: IWF vs XLE

YTD

iSharesIWF

−5.3%

XLESPDR

+40.6%

−5.3%Year to date+40.6%

−14.6%Worst drop · 1Y−15.0%

19.4%Volatility · 1Y23.3%

0.4%Yield2.5%

$113BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: IWF, XLE, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLE0.08%$8

IWF0.18%$18

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

Yields: IWF, XLE, VTV

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VTV1.87%$187

IWF0.39%$39

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VTV$187 − $3 = $184

IWF$39 − $18 = $21

KeptFee

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

Overlap: IWF, XLE, VTV

Today

11.8%most shared, IWF and VTV

IWFXLEVTV

IWF—0.5%11.8%

XLE0.5%—7.9%

VTV11.8%7.9%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

VTVWorst drop−6.4%10.7% vol

IWFWorst drop−14.6%19.4% 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

XLEVTV

+40.6%Year to date+18.5%

2.5%Yield1.9%

+45.0%Past year+22.9%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026