Compare · 3 funds side by side · dividends reinvested

IXJ, XLF and XLE

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

IXJ, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.7%+12.2%+21.8%+9.5%−14.8%15.3%$53.4B1.9

iShares Global Healthcare ETFSectors · Health care0.38%1.26%+19.1%+26.8%+14.0%+7.0%−10.8%16.4%$4.7B2.4

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 10, 2026 · returns include dividends · since: IXJ 2001 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Global Healthcare ETF · $4.7B$13,993

IXJ

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,733

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IXJMeasure

More Ways to See the Pairs

IXJ vs XLF: Top 5 Holdings

Today

IXJ

31.4%in top 5

XLF

in top 543.6%

IXJStockXLF

not top 5BRK-B13.1%

11.4%LLYnot top 5

not top 5JPM11.1%

not top 5V8.8%

6.8%JNJnot top 5

Cost, Income and Risk

Fees: IXJ, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

IXJ0.38%$38

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

Yields: IXJ, XLF, XLE

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XLF

+19.1%Year to dateJan 1 → Nov 10+7.7%

+26.8%1 yearTotal return+12.2%

+14.0%3 years · per year$10,000 became $14,799 · $18,086+21.8%

+7.0%5 years · per year$10,000 became $13,993 · $15,733+9.5%

0.38%Expense ratio$38 · $8 a year on $10k · lower is better0.08%

1.26%Trailing 12-mo yield$126 · $142 a year on $10k1.42%

−10.8%Worst dropSmaller is better−14.8%

16.4%VolatilityLower is calmer15.3%

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

3–5XLF wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5MA6.5%

5.2%ABBVnot top 5

4.1%MRKnot top 5

not top 5BAC4.0%

4.0%UNHnot top 5

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

IXJ vs XLF Returns, Every Period

5Y

iSharesIXJ

+7.0%

5 years, per year

XLFSPDR

+9.5%

5 years, per year

IXJXLFFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

IXJ vs XLE

YTD

iSharesIXJ

+19.1%

XLESPDR

+41.9%

+19.1%Year to date+41.9%

−10.8%Worst drop · 1Y−15.0%

16.4%Volatility · 1Y23.3%

1.3%Yield2.4%

$4.7BAssets$40.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

XLF1.42%$142

IXJ1.26%$126

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

XLF$142 − $8 = $134

IXJ$126 − $38 = $88

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IXJ, XLF, XLE

Today

0.0%most shared, IXJ and XLF

IXJXLFXLE

IXJ—0.0%0.0%

XLF0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

IXJWorst drop−10.8%16.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIXJ

+41.9%Year to date+19.1%

2.4%Yield1.3%

+42.9%Past year+26.8%

0.08%Fee0.38%

4–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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IXJ, XLF and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three