Compare · 2 funds side by side · dividends reinvested

IYE and XLE

IYEiShares×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,379XLE · best of the two

02 / 04

IYE and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.3

iShares U.S. Energy ETFSectors · Energy0.37%2.01%+43.6%+46.7%+17.7%+19.9%−14.5%22.6%$1.8B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: IYE 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares U.S. Energy ETF · $1.8B$24,804

IYE

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

$10,000 five years ago, dividends reinvested · they hold 89.2% in common

IYEMeasureXLE

+43.6%Year to dateJan 1 → Nov 4+44.9%

+46.7%1 yearTotal return+48.2%

+17.7%3 years · per year$10,000 became $16,295 · $16,447+18.0%

+19.9%5 years · per year$10,000 became $24,804 · $26,379+21.4%

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

2.01%Trailing 12-mo yield$201 · $240 a year on $10k2.40%

−14.5%Worst dropSmaller is better−15.0%

22.6%VolatilityLower is calmer23.2%

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

2–6XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IYE vs XLE: Top 5 Holdings

Today

IYE

55.6%in top 5

XLE

in top 559.1%

IYEStockXLE

23.7%XOM24.2%

16.4%CVX18.4%

6.7%COP7.2%

4.7%MPC4.7%

not top 5PSX4.6%

4.2%VLOnot top 5

Held in common89.2%

End-of-day Nov 4, 2026 · share of each fund

IYE vs XLE Returns, Every Period

iSharesIYE

+19.9%

5 years, per year

XLESPDR

+21.4%

5 years, per year

IYEXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IYE vs XLE

YTD

iSharesIYE

+43.6%

XLESPDR

+44.9%

+43.6%Year to date+44.9%

−14.5%Worst drop · 1Y−15.0%

22.6%Volatility · 1Y23.2%

2.0%Yield2.4%

$1.8BAssets$44.1B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IYE, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IYE0.37%$37

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: IYE, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

IYE2.01%$201

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

IYE$201 − $37 = $164

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IYE, XLE

Today

89.2%most shared, IYE and XLE

IYEXLE

IYE—89.2%

XLE89.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

IYEWorst drop−14.5%22.6% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEIYE

+44.9%Year to date+43.6%

2.4%Yield2.0%

+48.2%Past year+46.7%

0.08%Fee0.37%

4–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026