Compare · 3 funds side by side · dividends reinvested

IXC, XLE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,271XLE · best of the three

02 / 04

IXC, XLE and XLF, 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%$40.5B1.8

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.0

iShares Global Energy ETFSectors · Energy0.37%2.75%+38.3%+41.9%+16.1%+18.9%−15.4%21.8%$2.7B2.1

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: IXC 2001 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Global Energy ETF · $2.7B$23,739

IXC

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

$10,000 five years ago, dividends reinvested · they hold 60.7% in common

IXCMeasureXLE

+38.3%Year to dateJan 1 → Nov 9+41.3%

+41.9%1 yearTotal return+44.3%

+16.1%3 years · per year$10,000 became $15,661 · $15,555+15.9%

+18.9%5 years · per year$10,000 became $23,739 · $25,271+20.4%

0.37%Expense ratio$37 · $8 a year on $10k · lower is better0.08%

2.75%Trailing 12-mo yield$275 · $246 a year on $10k2.46%

−15.4%Worst dropSmaller is better−15.0%

21.8%VolatilityLower is calmer23.3%

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

3–5XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IXC vs XLE: Top 5 Holdings

Today

IXC

46.8%in top 5

XLE

in top 559.6%

IXCStockXLE

18.4%XOM24.5%

11.3%CVX18.8%

7.8%SHEL.Lnot top 5

4.4%COP7.3%

4.9%TTE.PAnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common60.7%

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

IXC vs XLE Returns, Every Period

iSharesIXC

+18.9%

5 years, per year

XLESPDR

+20.4%

5 years, per year

IXCXLEFaded: behind in that period

1–3XLE wins

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

IXC vs XLE

YTD

iSharesIXC

+38.3%

XLESPDR

+41.3%

+38.3%Year to date+41.3%

−15.4%Worst drop · 1Y−15.0%

21.8%Volatility · 1Y23.3%

2.7%Yield2.5%

$2.7BAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: IXC, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

IXC0.37%$37

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

Yields: IXC, XLE, XLF

2.75%highest, IXC

FundTrailing yieldYield$10k

IXC2.75%$275

XLE2.46%$246

XLF1.42%$142

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IXC$275 − $37 = $238

XLF$142 − $8 = $134

KeptFee

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

Overlap: IXC, XLE, XLF

Today

60.7%most shared, IXC and XLE

IXCXLEXLF

IXC—60.7%0.0%

XLE60.7%—0.0%

XLF0.0%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

XLFWorst drop−14.8%15.3% vol

IXCWorst drop−15.4%21.8% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

IXCXLE

+38.3%Year to date+41.3%

2.7%Yield2.5%

+41.9%Past year+44.3%

0.37%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026