Compare · 3 funds side by side · dividends reinvested

LBO, VGT and XLE

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

02 / 04

LBO, VGT and XLE, 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%$40.5B1.3

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+19.3%+18.0%+29.2%+16.3%−17.5%26.6%$155B2.1

WHITEWOLF Publicly Listed Private Equity ETFUnsorted6.53%6.06%−6.6%−1.1%[…][…]−25.1%24.3%$7M2.5

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: LBO 2023 · VGT 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

WHITEWOLF Publicly Listed Private Equity ETF · $7M[…]

LBO

VGT

Vanguard Information Technology ETF · $155B$21,281

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

LBOMeasureVGT

−6.6%Year to dateJan 1 → Nov 9+19.3%

−1.1%1 yearTotal return+18.0%

[…]3 years · per year$10,000 became […] · $21,584+29.2%

[…]5 years · per year$10,000 became […] · $21,281+16.3%

6.53%Expense ratio$653 · $9 a year on $10k · lower is better0.09%

6.06%Trailing 12-mo yield$606 · $42 a year on $10k0.42%

−25.1%Worst dropSmaller is better−17.5%

24.3%VolatilityLower is calmer26.6%

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

2–4VGT wins

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

More Ways to See the Pairs

LBO vs VGT: Top 5 Holdings

Today

LBO

43.7%in top 5

VGT

in top 553.2%

LBOStockVGT

not top 5NVDA17.6%

not top 5AAPL15.9%

not top 5MSFT11.2%

10.4%ARCCnot top 5

10.1%APOnot top 5

8.2%ARESnot top 5

7.5%BXSLnot top 5

7.5%KKRnot top 5

not top 5MU4.5%

not top 5AVGO4.1%

Held in common0.0%

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

LBO vs VGT Returns, Every Period

WHITEWOLFLBO

−1.1%

past year

VGTVanguard

+18.0%

past year

LBOVGTFaded: behind in that period

0–2VGT wins

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

Unsorted vs Sector: LBO vs XLE

YTD

WHITEWOLFLBO

−6.6%

XLESPDR

+41.3%

−6.6%Year to date+41.3%

−25.1%Worst drop · 1Y−15.0%

24.3%Volatility · 1Y23.3%

6.1%Yield2.5%

$6.7MAssets$40.5B

3–1XLE wins

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

Cost, Income and Risk

Fees: LBO, VGT, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VGT0.09%$9

LBO6.53%$653

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

Yields: LBO, VGT, XLE

6.06%highest, LBO

FundTrailing yieldYield$10k

LBO6.06%$606

XLE2.46%$246

VGT0.42%$42

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

VGT$42 − $9 = $33

LBO$606 − $653 = −$47

KeptFee

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

Overlap: LBO, VGT, XLE

Today

0.0%most shared, LBO and VGT

LBOVGTXLE

LBO—0.0%0.0%

VGT0.0%—0.0%

XLE0.0%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

XLEWorst drop−15.0%23.3% vol

LBOWorst drop−25.1%24.3% vol

VGTWorst drop−17.5%26.6% vol

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

Paid More vs Made More

YTD

LBOXLE

−6.6%Year to date+41.3%

6.1%Yield2.5%

−1.1%Past year+44.3%

6.53%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+19.1%

VGTVanguard

+19.3%

+19.1%Year to date+19.3%

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

$110BAssets$155B

1–1level

End-of-day Nov 9, 2026

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