Compare · 3 funds side by side · dividends reinvested

NETL, XLE and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

NETL, XLE and IWF, 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%$42.0B1.6

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B2.1

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.18%+6.8%+7.5%+10.5%−0.6%−16.7%14.9%$48M2.3

Rank among the three1st → 3rdFee, 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: NETL 2019 · XLE 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

XLEMeasureIWF

+40.6%Year to dateJan 1 → Nov 5−6.5%

+45.4%1 yearTotal return−7.6%

+16.7%3 years · per year$10,000 became $15,905 · $17,073+19.5%

+20.5%5 years · per year$10,000 became $25,404 · $15,330+8.9%

0.08%Expense ratio$8 · $18 a year on $10k · lower is better0.18%

2.47%Trailing 12-mo yield$247 · $39 a year on $10k0.39%

−15.0%Worst dropSmaller is better−14.6%

23.3%VolatilityLower is calmer19.3%

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

5–3XLE 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 IWF: Top 5 Holdings

Today

XLE

59.2%in top 5

IWF

in top 539.6%

XLEStockIWF

24.3%XOMnot top 5

18.6%CVXnot top 5

not top 5NVDA14.6%

not top 5AAPL8.5%

7.1%COPnot top 5

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

4.6%PSXnot top 5

4.5%MPCnot top 5

Held in common0.5%

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

XLE vs IWF Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

IWFiShares

+8.9%

5 years, per year

XLEIWFFaded: behind in that period

3–1XLE wins

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

XLE vs NETL

YTD

SPDRXLE

+40.6%

NETLNETL

+6.8%

+40.6%Year to date+6.8%

−15.0%Worst drop · 1Y−16.7%

23.3%Volatility · 1Y14.9%

2.5%Yield5.2%

$42.0BAssets$47.9M

2–2level

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

Cost, Income and Risk

Fees: NETL, XLE, IWF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

IWF0.18%$18

NETL0.60%$60

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

Yields: NETL, XLE, IWF

5.18%highest, NETL

FundTrailing yieldYield$10k

NETL5.18%$518

XLE2.47%$247

IWF0.39%$39

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

Income After Fees on $10,000

$458most kept, NETL

NETL$518 − $60 = $458

XLE$247 − $8 = $239

IWF$39 − $18 = $21

KeptFee

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

Overlap: NETL, XLE, IWF

Today

0.5%most shared, XLE and IWF

NETLXLEIWF

NETL—0.0%0.0%

XLE0.0%—0.5%

IWF0.0%0.5%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

NETLWorst drop−16.7%14.9% vol

IWFWorst drop−14.6%19.3% 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

NETLXLE

+6.8%Year to date+40.6%

5.2%Yield2.5%

+7.5%Past year+45.4%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

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