Compare · 3 funds side by side · dividends reinvested

MUB, 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

MUB, 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%$40.5B1.9

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.0

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: MUB 2007 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares National Muni Bond ETF · $55.1B$10,432

MUB

XLE

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

$10,000 five years ago, dividends reinvested

MUBMeasureXLE

+0.7%Year to dateJan 1 → Nov 9+41.3%

+1.1%1 yearTotal return+44.3%

+4.1%3 years · per year$10,000 became $11,293 · $15,555+15.9%

+0.8%5 years · per year$10,000 became $10,432 · $25,271+20.4%

0.05%Expense ratio$5 · $8 a year on $10k · lower is better0.08%

3.26%Trailing 12-mo yield$326 · $246 a year on $10k2.46%

−6.3%Worst dropSmaller is better−15.0%

3.7%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

MUB vs XLE: Top 5 Holdings

Today

MUB

[…]in top 5

XLE

in top 559.6%

MUBStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

not top 5COP7.3%

not top 5PSX4.5%

not top 5MPC4.4%

Held in common[…]

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

MUB vs XLE Returns, Every Period

iSharesMUB

+0.8%

5 years, per year

XLESPDR

+20.4%

5 years, per year

MUBXLEFaded: behind in that period

0–4XLE wins

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

Bonds vs Sector: MUB vs XLE

YTD

iSharesMUB

+0.7%

XLESPDR

+41.3%

+0.7%Year to date+41.3%

−6.3%Worst drop · 1Y−15.0%

3.7%Volatility · 1Y23.3%

3.3%Yield2.5%

$55.1BAssets$40.5B

3–1MUB wins

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

Cost, Income and Risk

Fees: MUB, XLE, XLF

Today

0.05%lowest, MUB

FundExpense ratioFee$10k

MUB0.05%$5

XLE0.08%$8

XLF0.08%$8

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

Yields: MUB, XLE, XLF

3.26%highest, MUB

FundTrailing yieldYield$10k

MUB3.26%$326

XLE2.46%$246

XLF1.42%$142

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

Income After Fees on $10,000

$321most kept, MUB

MUB$326 − $5 = $321

XLE$246 − $8 = $238

XLF$142 − $8 = $134

KeptFee

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

Overlap: MUB, XLE, XLF

Today

0.0%most shared, XLE and XLF

MUBXLEXLF

MUB—[…][…]

XLE[…]—0.0%

XLF[…]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

MUBWorst drop−6.3%3.7% vol

XLFWorst drop−14.8%15.3% 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

MUBXLE

+0.7%Year to date+41.3%

3.3%Yield2.5%

+1.1%Past year+44.3%

0.05%Fee0.08%

2–2level

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%

$122BAssets$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