Compare · 3 funds side by side · dividends reinvested

LPRE, 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

LPRE, 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%$40.5B1.6

Long Pond Real Estate Select ETFSectors · Real estate1.00%1.72%+13.1%+19.1%[…][…]−12.8%15.9%$202M2.0

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

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: LPRE 2025 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

Long Pond Real Estate Select ETF · $202M[…]

LPRE

XLE

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

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

LPREMeasureXLE

+13.1%Year to dateJan 1 → Nov 9+41.3%

+19.1%1 yearTotal return+44.3%

[…]3 years · per year$10,000 became […] · $15,555+15.9%

[…]5 years · per year$10,000 became […] · $25,271+20.4%

1.00%Expense ratio$100 · $8 a year on $10k · lower is better0.08%

1.72%Trailing 12-mo yield$172 · $246 a year on $10k2.46%

−12.8%Worst dropSmaller is better−15.0%

15.9%VolatilityLower is calmer23.3%

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

2–4XLE wins

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

More Ways to See the Pairs

LPRE vs XLE: Top 5 Holdings

Today

LPRE

33.4%in top 5

XLE

in top 559.6%

LPREStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

7.8%ELSnot top 5

7.4%IRTnot top 5

not top 5COP7.3%

6.5%JANnot top 5

5.9%ADCnot top 5

5.7%MAAnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

Held in common0.0%

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

LPRE vs XLE Returns, Every Period

Long PondLPRE

+19.1%

past year

XLESPDR

+44.3%

past year

LPREXLEFaded: behind in that period

0–2XLE wins

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

LPRE vs XLE

YTD

Long PondLPRE

+13.1%

XLESPDR

+41.3%

+13.1%Year to date+41.3%

−12.8%Worst drop · 1Y−15.0%

15.9%Volatility · 1Y23.3%

1.7%Yield2.5%

$202MAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: LPRE, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

LPRE1.00%$100

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

Yields: LPRE, XLE, XLF

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

LPRE1.72%$172

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

XLF$142 − $8 = $134

LPRE$172 − $100 = $72

KeptFee

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

Overlap: LPRE, XLE, XLF

Today

0.0%most shared, LPRE and XLE

LPREXLEXLF

LPRE—0.0%0.0%

XLE0.0%—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

LPREWorst drop−12.8%15.9% 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

XLELPRE

+41.3%Year to date+13.1%

2.5%Yield1.7%

+44.3%Past year+19.1%

0.08%Fee1.00%

4–0XLE 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%

$120BAssets$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