Compare · 4 funds side by side · dividends reinvested

MDEV, IVV, XLE and VTI

MDEVFirst Trust×IVViShares×XLESPDR×VTIVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,568XLE · best of the four

02 / 04

MDEV, IVV, XLE and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B2.1

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+7.9%+11.0%+9.0%−2.4%−18.2%17.4%$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 6, 2026 · returns include dividends · since: MDEV 2021 · IVV 2000 · XLE 1998 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$8,839

MDEV

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 2.4% in common

MDEVMeasureIVV

+7.9%Year to dateJan 1 → Nov 6+8.7%

+11.0%1 yearTotal return+9.8%

+9.0%3 years · per year$10,000 became $12,957 · $18,084+21.8%

−2.4%5 years · per year$10,000 became $8,839 · $17,177+11.4%

0.70%Expense ratio$70 · $3 a year on $10k · lower is better0.03%

0.10%Trailing 12-mo yield$10 · $114 a year on $10k1.14%

−18.2%Worst dropSmaller is better−8.9%

17.4%VolatilityLower is calmer13.6%

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

1–7IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDEV vs IVV: Top 5 Holdings

Today

MDEV

11.4%in top 5

IVV

in top 527.8%

MDEVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%TFXnot top 5

2.2%SYKnot top 5

2.2%ZBHnot top 5

Held in common2.4%

End-of-day Nov 6, 2026 · share of each fund

MDEV vs IVV Returns, Every Period

First TrustMDEV

−2.4%

5 years, per year

IVViShares

+11.4%

5 years, per year

MDEVIVVFaded: behind in that period

1–3IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

MDEV vs XLE

YTD

First TrustMDEV

+7.9%

XLESPDR

+40.6%

+7.9%Year to date+40.6%

−18.2%Worst drop · 1Y−15.0%

17.4%Volatility · 1Y23.3%

0.1%Yield2.5%

$3.4MAssets$40.5B

3–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, IVV, XLE, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

XLE0.08%$8

MDEV0.70%$70

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: MDEV, IVV, XLE, VTI

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IVV1.14%$114

VTI1.09%$109

MDEV0.10%$10

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IVV$114 − $3 = $111

VTI$109 − $3 = $106

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: MDEV, IVV, XLE, VTI

Today

85.5%most shared, IVV and VTI

MDEVIVVXLEVTI

MDEV—2.4%0.0%2.0%

IVV2.4%—3.5%85.5%

XLE0.0%3.5%—3.0%

VTI2.0%85.5%3.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+45.0%XLE, at 23.3% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

MDEVWorst drop−18.2%17.4% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVTI

+40.6%Year to date+8.9%

2.5%Yield1.1%

+45.0%Past year+9.9%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026