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

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

XLE

MDEV

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

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

XLEMeasureMDEV

+44.9%Year to dateJan 1 → Nov 5+11.0%

+48.2%1 yearTotal return+14.2%

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

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

0.08%Expense ratio$8 · $70 a year on $10k · lower is better0.70%

2.40%Trailing 12-mo yield$240 · $9 a year on $10k0.09%

−15.0%Worst dropSmaller is better−18.2%

23.2%VolatilityLower is calmer17.3%

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

7–1XLE wins

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

More Ways to See the Pairs

XLE vs MDEV: Top 5 Holdings

Today

XLE

59.2%in top 5

MDEV

in top 511.4%

XLEStockMDEV

24.3%XOMnot top 5

18.6%CVXnot top 5

7.1%COPnot top 5

4.6%PSXnot top 5

4.5%MPCnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5ZBH2.3%

not top 5LIVN2.2%

not top 5STMN.SW2.2%

Held in common0.0%

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

XLE vs MDEV Returns, Every Period

SPDRXLE

+21.4%

5 years, per year

MDEVFirst Trust

−1.5%

5 years, per year

XLEMDEVFaded: behind in that period

4–0XLE wins

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

XLE vs MDEV

YTD

SPDRXLE

+44.9%

MDEVFirst Trust

+11.0%

+44.9%Year to date+11.0%

−15.0%Worst drop · 1Y−18.2%

23.2%Volatility · 1Y17.3%

2.4%Yield0.1%

$44.1BAssets$3.3M

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