Compare · 3 funds side by side · dividends reinvested

SHPP, XLV and XLE

Not found: PSCI

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,887XLE · best of the three

02 / 04

SHPP, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.28%+52.1%+55.6%+20.1%+21.9%−15.0%22.6%$44.6B1.6

Pacer Industrials and Logistics ETFSectors · Industrials0.60%3.00%+20.8%+23.9%+17.5%[…]−11.1%15.5%$2M2.0

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.39%+20.4%+29.7%+16.2%+8.5%−10.5%16.4%$49.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: SHPP 2022 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Pacer Industrials and Logistics ETF · $2M[…]

SHPP

XLV

State Street Health Care Select Sector SPDR ETF · $49.1B$15,068

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

SHPPMeasureXLV

+20.8%Year to dateJan 1 → Nov 3+20.4%

+23.9%1 yearTotal return+29.7%

+17.5%3 years · per year$10,000 became $16,232 · $15,709+16.2%

[…]5 years · per year$10,000 became […] · $15,068+8.5%

0.60%Expense ratio$60 · $8 a year on $10k · lower is better0.08%

3.00%Trailing 12-mo yield$300 · $139 a year on $10k1.39%

−11.1%Worst dropSmaller is better−10.5%

15.5%VolatilityLower is calmer16.4%

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

4–3SHPP wins

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

More Ways to See the Pairs

SHPP vs XLV: Top 5 Holdings

Today

SHPP

38.3%in top 5

XLV

in top 545.0%

SHPPStockXLV

not top 5LLY16.5%

11.5%SAP.DEnot top 5

not top 5JNJ9.9%

9.4%UNPnot top 5

8.2%ABBN.SWnot top 5

not top 5ABBV7.7%

not top 5UNH5.5%

not top 5MRK5.4%

5.0%CSXnot top 5

4.3%UPSnot top 5

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

SHPP vs XLV Returns, Every Period

PacerSHPP

+23.9%

past year

XLVSPDR

+29.7%

past year

SHPPXLVFaded: behind in that period

2–1SHPP wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SHPP vs XLE

YTD

PacerSHPP

+20.8%

XLESPDR

+52.1%

+20.8%Year to date+52.1%

−11.1%Worst drop · 1Y−15.0%

15.5%Volatility · 1Y22.6%

3.0%Yield2.3%

$2.1MAssets$44.6B

3–1SHPP wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SHPP, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

SHPP0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SHPP, XLV, XLE

3.00%highest, SHPP

FundTrailing yieldYield$10k

SHPP3.00%$300

XLE2.28%$228

XLV1.39%$139

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$240most kept, SHPP

SHPP$300 − $60 = $240

XLE$228 − $8 = $220

XLV$139 − $8 = $131

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SHPP, XLV, XLE

Today

0.0%most shared, SHPP and XLV

SHPPXLVXLE

SHPP—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+55.6%XLE, at 22.6% volatility

SHPPWorst drop−11.1%15.5% vol

XLVWorst drop−10.5%16.4% vol

XLEWorst drop−15.0%22.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SHPPXLE

+20.8%Year to date+52.1%

3.0%Yield2.3%

+23.9%Past year+55.6%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+52.1%

VDEVanguard

+50.3%

+52.1%Year to date+50.3%

2.3%Yield2.2%

$44.6BAssets$10.4B

2–0XLE wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026