Compare · 2 funds side by side · dividends reinvested

MDEV and XLE

MDEVFirst Trust×XLESPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two

02 / 04

MDEV 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%$44.1B1.1

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.09%+11.0%+14.2%+10.6%−1.5%−18.2%17.3%$3M1.9

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

End-of-day Nov 5, 2026 · returns include dividends · since: MDEV 2021 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Indxx Medical Devices ETF · $3M$9,086

MDEV

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

MDEVMeasureXLE

+11.0%Year to dateJan 1 → Nov 5+44.9%

+14.2%1 yearTotal return+48.2%

+10.6%3 years · per year$10,000 became $13,541 · $16,447+18.0%

−1.5%5 years · per year$10,000 became $9,263 · $26,379+21.4%

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

0.09%Trailing 12-mo yield$9 · $240 a year on $10k2.40%

−18.2%Worst dropSmaller is better−15.0%

17.3%VolatilityLower is calmer23.2%

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

1–7XLE wins

End-of-day Nov 5, 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

11.4%in top 5

XLE

in top 559.2%

MDEVStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

2.4%GEHCnot top 5

2.3%PHIA.ASnot top 5

2.3%ZBHnot top 5

2.2%LIVNnot top 5

2.2%STMN.SWnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

MDEV vs XLE Returns, Every Period

First TrustMDEV

−1.5%

5 years, per year

XLESPDR

+21.4%

5 years, per year

MDEVXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MDEV vs XLE

YTD

First TrustMDEV

+11.0%

XLESPDR

+44.9%

+11.0%Year to date+44.9%

−18.2%Worst drop · 1Y−15.0%

17.3%Volatility · 1Y23.2%

0.1%Yield2.4%

$3.3MAssets$44.1B

3–1XLE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDEV, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

MDEV0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MDEV, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

MDEV0.09%$9

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

MDEV$9 − $70 = −$61

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MDEV, XLE

Today

0.0%most shared, MDEV and XLE

MDEVXLE

MDEV—0.0%

XLE0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

MDEVWorst drop−18.2%17.3% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

XLEMDEV

+44.9%Year to date+11.0%

2.4%Yield0.1%

+48.2%Past year+14.2%

0.08%Fee0.70%

4–0XLE wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026