Compare · 4 funds side by side · dividends reinvested

NETL, SPYM, XLE and IVV

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

NETL, SPYM, XLE and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.0

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B2.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M3.5

Rank among the four1st → 4thFee, 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: NETL 2019 · SPYM 2005 · XLE 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

XLE

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

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

IVVMeasureXLE

+11.3%Year to dateJan 1 → Nov 9+41.3%

+13.6%1 yearTotal return+44.3%

+22.0%3 years · per year$10,000 became $18,159 · $15,555+15.9%

+11.9%5 years · per year$10,000 became $17,545 · $25,271+20.4%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.11%Trailing 12-mo yield$111 · $246 a year on $10k2.46%

−8.9%Worst dropSmaller is better−15.0%

13.8%VolatilityLower is calmer23.3%

IVVXLE 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

IVV vs XLE: Top 5 Holdings

Today

IVV

27.8%in top 5

XLE

in top 559.6%

IVVStockXLE

not top 5XOM24.5%

not top 5CVX18.8%

7.9%AAPLnot top 5

not top 5COP7.3%

7.1%NVDAnot top 5

6.2%MSFTnot top 5

not top 5PSX4.5%

not top 5MPC4.4%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common3.5%

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

IVV vs XLE Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

XLESPDR

+20.4%

5 years, per year

IVVXLEFaded: behind in that period

1–3XLE wins

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

Core vs Sector: IVV vs NETL

YTD

iSharesIVV

+11.3%

NETLNETL

+7.6%

+11.3%Year to date+7.6%

−8.9%Worst drop · 1Y−16.7%

13.8%Volatility · 1Y15.0%

1.1%Yield5.1%

$853BAssets$48.2M

3–1IVV wins

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

Cost, Income and Risk

Fees: NETL, SPYM, XLE, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

XLE0.08%$8

NETL0.60%$60

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

Yields: NETL, SPYM, XLE, IVV

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

XLE2.46%$246

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$454most kept, NETL

NETL$514 − $60 = $454

XLE$246 − $8 = $238

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: NETL, SPYM, XLE, IVV

Today

99.9%most shared, SPYM and IVV

NETLSPYMXLEIVV

NETL—0.1%0.0%0.1%

SPYM0.1%—3.5%99.9%

XLE0.0%3.5%—3.5%

IVV0.1%99.9%3.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

NETLWorst drop−16.7%15.0% 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

NETLXLE

+7.6%Year to date+41.3%

5.1%Yield2.5%

+8.6%Past year+44.3%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026