Compare · 4 funds side by side · dividends reinvested

MDEV, IVV, XLE and SPY

MDEVFirst Trust×IVViShares×XLESPDR×SPYSPDR×

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

02 / 04

MDEV, IVV, XLE and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.5

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+10.0%+13.9%+10.2%−2.1%−18.2%17.5%$3M3.6

Rank among the four1st → 4thFee, 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: MDEV 2021 · IVV 2000 · XLE 1998 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$8,982

MDEV

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

MDEVMeasureXLE

+10.0%Year to dateJan 1 → Nov 9+41.3%

+13.9%1 yearTotal return+44.3%

+10.2%3 years · per year$10,000 became $13,395 · $15,555+15.9%

−2.1%5 years · per year$10,000 became $8,982 · $25,271+20.4%

0.70%Expense ratio$70 · $8 a year on $10k · lower is better0.08%

0.10%Trailing 12-mo yield$10 · $246 a year on $10k2.46%

−18.2%Worst dropSmaller is better−15.0%

17.5%VolatilityLower is calmer23.3%

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

1–7XLE wins

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

More Ways to See the Pairs

MDEV vs XLE: Top 5 Holdings

Today

MDEV

11.5%in top 5

XLE

in top 559.6%

MDEVStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.3%EWnot top 5

2.2%COH.AXnot top 5

Held in common0.0%

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

MDEV vs XLE Returns, Every Period

First TrustMDEV

−2.1%

5 years, per year

XLESPDR

+20.4%

5 years, per year

MDEVXLEFaded: behind in that period

0–4XLE wins

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

MDEV vs XLE

YTD

First TrustMDEV

+10.0%

XLESPDR

+41.3%

+10.0%Year to date+41.3%

−18.2%Worst drop · 1Y−15.0%

17.5%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.4MAssets$40.5B

3–1XLE wins

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

Cost, Income and Risk

Fees: MDEV, IVV, XLE, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

SPY0.09%$9

MDEV0.70%$70

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

Yields: MDEV, IVV, XLE, SPY

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

IVV1.11%$111

SPY1.01%$101

MDEV0.10%$10

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

IVV$111 − $3 = $108

SPY$101 − $9 = $92

MDEV$10 − $70 = −$60

KeptFee

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

Overlap: MDEV, IVV, XLE, SPY

Today

99.9%most shared, IVV and SPY

MDEVIVVXLESPY

MDEV—2.4%0.0%2.4%

IVV2.4%—3.5%99.9%

XLE0.0%3.5%—3.5%

SPY2.4%99.9%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

MDEVWorst drop−18.2%17.5% 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

XLEIVV

+41.3%Year to date+11.3%

2.5%Yield1.1%

+44.3%Past year+13.6%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026