Compare · 3 funds side by side · dividends reinvested

PSR, NETL and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

PSR, NETL and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.6

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.59%+18.7%+18.9%+14.9%+1.9%−11.2%14.2%$58M1.8

Colterpoint Net Lease Real Estate ETFSectors · Real estate0.60%5.13%+7.8%+7.5%+11.4%−0.1%−16.7%14.9%$47M2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: PSR 2008 · NETL 2019 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $58M$10,999

PSR

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

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

PSRMeasureXLE

+18.7%Year to dateJan 1 → Nov 4+44.9%

+18.9%1 yearTotal return+48.2%

+14.9%3 years · per year$10,000 became $15,160 · $16,447+18.0%

+1.9%5 years · per year$10,000 became $10,999 · $26,379+21.4%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

2.59%Trailing 12-mo yield$259 · $240 a year on $10k2.40%

−11.2%Worst dropSmaller is better−15.0%

14.2%VolatilityLower is calmer23.2%

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

3–5XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSR vs XLE: Top 5 Holdings

Today

PSR

39.7%in top 5

XLE

in top 559.1%

PSRStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

10.6%WELLnot top 5

8.5%PLDnot top 5

7.5%EQIXnot top 5

not top 5COP7.2%

6.9%AMTnot top 5

6.2%DLRnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

PSR vs XLE Returns, Every Period

InvescoPSR

+1.9%

5 years, per year

XLESPDR

+21.4%

5 years, per year

PSRXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

PSR vs NETL

YTD

InvescoPSR

+18.7%

NETLNETL

+7.8%

+18.7%Year to date+7.8%

−11.2%Worst drop · 1Y−16.7%

14.2%Volatility · 1Y14.9%

2.6%Yield5.1%

$58.1MAssets$47.2M

3–1PSR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, NETL, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PSR0.35%$35

NETL0.60%$60

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: PSR, NETL, XLE

5.13%highest, NETL

FundTrailing yieldYield$10k

NETL5.13%$513

PSR2.59%$259

XLE2.40%$240

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$453most kept, NETL

NETL$513 − $60 = $453

XLE$240 − $8 = $232

PSR$259 − $35 = $224

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: PSR, NETL, XLE

Today

8.9%most shared, PSR and NETL

PSRNETLXLE

PSR—8.9%0.0%

NETL8.9%—0.0%

XLE0.0%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

PSRWorst drop−11.2%14.2% vol

NETLWorst drop−16.7%14.9% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

NETLXLE

+7.8%Year to date+44.9%

5.1%Yield2.4%

+7.5%Past year+48.2%

0.60%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026