Compare · 3 funds side by side · dividends reinvested

NVIR, XLE and VOO

NVIRHorizon Kinetics×XLESPDR×VOOVanguard×

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

02 / 04

NVIR, XLE and VOO, 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%$42.0B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

Horizon Kinetics Energy Remediation ETFSectors · Energy0.85%0.80%+14.0%+17.8%+14.1%[…]−9.8%18.4%$5M2.4

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: NVIR 2023 · XLE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Horizon Kinetics Energy Remediation ETF · $5M[…]

NVIR

XLE

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

$10,000 five years ago, dividends reinvested · they hold 23.6% in common

NVIRMeasureXLE

+14.0%Year to dateJan 1 → Nov 5+40.6%

+17.8%1 yearTotal return+45.4%

+14.1%3 years · per year$10,000 became $14,860 · $15,905+16.7%

[…]5 years · per year$10,000 became […] · $25,404+20.5%

0.85%Expense ratio$85 · $8 a year on $10k · lower is better0.08%

0.80%Trailing 12-mo yield$80 · $247 a year on $10k2.47%

−9.8%Worst dropSmaller is better−15.0%

18.4%VolatilityLower is calmer23.3%

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

2–5XLE wins

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

More Ways to See the Pairs

NVIR vs XLE: Top 5 Holdings

Today

NVIR

26.5%in top 5

XLE

in top 559.2%

NVIRStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

6.8%CEU.TOnot top 5

5.2%SUnot top 5

5.1%WMBnot top 5

4.8%LNGnot top 5

4.6%PBTnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common23.6%

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

NVIR vs XLE Returns, Every Period

Horizon KineticsNVIR

+17.8%

past year

XLESPDR

+45.4%

past year

NVIRXLEFaded: behind in that period

0–3XLE wins

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

NVIR vs XLE

YTD

Horizon KineticsNVIR

+14.0%

XLESPDR

+40.6%

+14.0%Year to date+40.6%

−9.8%Worst drop · 1Y−15.0%

18.4%Volatility · 1Y23.3%

0.8%Yield2.5%

$4.7MAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: NVIR, XLE, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

XLE0.08%$8

NVIR0.85%$85

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

Yields: NVIR, XLE, VOO

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VOO1.10%$110

NVIR0.80%$80

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VOO$110 − $3 = $107

NVIR$80 − $85 = −$5

KeptFee

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

Overlap: NVIR, XLE, VOO

Today

23.6%most shared, NVIR and XLE

NVIRXLEVOO

NVIR—23.6%2.1%

XLE23.6%—3.4%

VOO2.1%3.4%—

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

VOOWorst drop−8.9%13.5% vol

NVIRWorst drop−9.8%18.4% 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

XLENVIR

+40.6%Year to date+14.0%

2.5%Yield0.8%

+45.4%Past year+17.8%

0.08%Fee0.85%

4–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026