Compare · 4 funds side by side · dividends reinvested

NETL, XLE, IWF and VUG

NETLNETL×XLESPDR×IWFiShares×VUGVanguard×

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, XLE, IWF and VUG, 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%$40.5B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B2.3

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.14%+7.6%+8.6%+9.0%−0.3%−16.7%15.0%$48M2.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

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 · XLE 1998 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

VUG

Vanguard Morningstar Growth ETF · $233B$16,565

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

XLEMeasureVUG

+41.3%Year to dateJan 1 → Nov 9+4.2%

+44.3%1 yearTotal return+4.7%

+15.9%3 years · per year$10,000 became $15,555 · $18,569+22.9%

+20.4%5 years · per year$10,000 became $25,271 · $16,565+10.6%

0.08%Expense ratio$8 · $3 a year on $10k · lower is better0.03%

2.46%Trailing 12-mo yield$246 · $41 a year on $10k0.41%

−15.0%Worst dropSmaller is better−15.1%

23.3%VolatilityLower is calmer19.1%

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

5–3XLE wins

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

More Ways to See the Pairs

XLE vs VUG: Top 5 Holdings

Today

XLE

59.6%in top 5

VUG

in top 545.2%

XLEStockVUG

24.5%XOMnot top 5

18.8%CVXnot top 5

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

7.3%COPnot top 5

not top 5GOOGL5.2%

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5AVGO4.3%

Held in common0.2%

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

XLE vs VUG Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

VUGVanguard

+10.6%

5 years, per year

XLEVUGFaded: behind in that period

3–1XLE wins

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

XLE vs NETL

YTD

SPDRXLE

+41.3%

NETLNETL

+7.6%

+41.3%Year to date+7.6%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y15.0%

2.5%Yield5.1%

$40.5BAssets$48.2M

2–2level

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

Cost, Income and Risk

Fees: NETL, XLE, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

IWF0.18%$18

NETL0.60%$60

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

Yields: NETL, XLE, IWF, VUG

5.14%highest, NETL

FundTrailing yieldYield$10k

NETL5.14%$514

XLE2.46%$246

VUG0.41%$41

IWF0.38%$38

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

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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

Overlap: NETL, XLE, IWF, VUG

Today

78.1%most shared, IWF and VUG

NETLXLEIWFVUG

NETL—0.0%0.0%0.0%

XLE0.0%—0.5%0.2%

IWF0.0%0.5%—78.1%

VUG0.0%0.2%78.1%—

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

NETLWorst drop−16.7%15.0% vol

VUGWorst drop−15.1%19.1% vol

IWFWorst drop−14.6%19.5% 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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026