Compare · 2 funds side by side · dividends reinvested

IJH and XLE

Not found: NETL, PPTY

IJHiShares×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

IJH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.4

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.26%+9.5%+12.9%+16.5%+6.7%−8.8%15.5%$121B1.6

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: IJH 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P Mid-Cap ETF · $121B$13,830

IJH

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

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

IJHMeasureXLE

+9.5%Year to dateJan 1 → Nov 5+40.6%

+12.9%1 yearTotal return+45.4%

+16.5%3 years · per year$10,000 became $15,806 · $15,905+16.7%

+6.7%5 years · per year$10,000 became $13,830 · $25,404+20.5%

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

1.26%Trailing 12-mo yield$126 · $247 a year on $10k2.47%

−8.8%Worst dropSmaller is better−15.0%

15.5%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

IJH vs XLE: Top 5 Holdings

Today

IJH

3.5%in top 5

XLE

in top 559.2%

IJHStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

not top 5PSX4.6%

not top 5MPC4.5%

0.8%UTHRnot top 5

0.7%FTInot top 5

0.7%ATInot top 5

0.7%USFDnot top 5

0.7%THCnot top 5

Held in common0.0%

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

IJH vs XLE Returns, Every Period

iSharesIJH

+6.7%

5 years, per year

XLESPDR

+20.5%

5 years, per year

IJHXLEFaded: behind in that period

0–4XLE wins

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

Stocks vs Sector: IJH vs XLE

YTD

iSharesIJH

+9.5%

XLESPDR

+40.6%

+9.5%Year to date+40.6%

−8.8%Worst drop · 1Y−15.0%

15.5%Volatility · 1Y23.3%

1.3%Yield2.5%

$121BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: IJH, XLE

Today

0.05%lowest, IJH

FundExpense ratioFee$10k

IJH0.05%$5

XLE0.08%$8

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

Yields: IJH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

IJH1.26%$126

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

IJH$126 − $5 = $121

KeptFee

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

Overlap: IJH, XLE

Today

0.0%most shared, IJH and XLE

IJHXLE

IJH—0.0%

XLE0.0%—

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

Return vs Bumpiness: 2 ETFs

+45.4%XLE, at 23.3% volatility

IJHWorst drop−8.8%15.5% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEIJH

+40.6%Year to date+9.5%

2.5%Yield1.3%

+45.4%Past year+12.9%

0.08%Fee0.05%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026