Compare · 3 funds side by side · dividends reinvested

PSR, XLE and XLV

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomePSR · 2.60% · $260 a year on $10k

Story of the three · RiskSmallest drop

PSR, XLE and XLV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.5%+31.4%+15.9%+8.8%−10.5%16.9%$49.7B1.9

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.60%+18.2%+16.4%+11.8%+1.5%−11.2%14.3%$59M2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: PSR 2008 · XLE 1998 · XLV 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Active U.S. Real Estate ETF · $59M$10,791

PSR

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,622

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

PSRMeasure

More Ways to See the Pairs

PSR vs XLE: Top 5 Holdings

Today

PSR

39.5%in top 5

XLE

in top 559.2%

PSRStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

10.6%WELLnot top 5

8.4%PLDnot top 5

7.6%EQIXnot top 5

Cost, Income and Risk

Fees: PSR, XLE, XLV

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLV0.08%$8

PSR0.35%$35

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

Yields: PSR, XLE, XLV

1Y

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

XLE

+18.2%Year to dateJan 1 → Nov 10+41.9%

+16.4%1 yearTotal return+42.9%

+11.8%3 years · per year$10,000 became $13,966 · $15,781+16.4%

+1.5%5 years · per year$10,000 became $10,791 · $25,622+20.7%

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

2.60%Trailing 12-mo yield$260 · $245 a year on $10k2.45%

−11.2%Worst dropSmaller is better−15.0%

14.3%VolatilityLower is calmer23.3%

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

3–5XLE wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5COP7.2%

6.8%AMTnot top 5

6.0%DLRnot top 5

not top 5MPC4.6%

not top 5PSX4.6%

Held in common0.0%

End-of-day Nov 10, 2026 · share of each fund

PSR vs XLE Returns, Every Period

5Y

InvescoPSR

+1.5%

5 years, per year

XLESPDR

+20.7%

5 years, per year

PSRXLEFaded: behind in that period

0–4XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

PSR vs XLE

YTD

InvescoPSR

+18.2%

XLESPDR

+41.9%

+18.2%Year to date+41.9%

−11.2%Worst drop · 1Y−15.0%

14.3%Volatility · 1Y23.3%

2.6%Yield2.4%

$58.7MAssets$40.5B

3–1PSR wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.60%highest, PSR

FundTrailing yieldYield$10k

PSR2.60%$260

XLE2.45%$245

XLV1.35%$135

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

PSR$260 − $35 = $225

XLV$135 − $8 = $127

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: PSR, XLE, XLV

Today

0.0%most shared, PSR and XLE

PSRXLEXLV

PSR—0.0%0.0%

XLE0.0%—0.0%

XLV0.0%0.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

PSRWorst drop−11.2%14.3% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

PSRXLE

+18.2%Year to date+41.9%

2.6%Yield2.4%

+16.4%Past year+42.9%

0.35%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

Loading…

PSR, XLE and XLV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three