Compare · 3 funds side by side · dividends reinvested

PSR, XLV and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

PSR, XLV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.38%+20.9%+29.0%+15.9%+8.4%−10.5%16.8%$49.9B1.9

Invesco Active U.S. Real Estate ETFSectors · Real estate0.35%2.64%+16.4%+15.9%+13.3%+1.4%−11.2%14.3%$60M2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: PSR 2008 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Invesco Active U.S. Real Estate ETF · $60M$10,736

PSR

XLV

State Street Health Care Select Sector SPDR ETF · $49.9B$14,979

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

PSRMeasureXLV

+16.4%Year to dateJan 1 → Nov 6+20.9%

+15.9%1 yearTotal return+29.0%

+13.3%3 years · per year$10,000 became $14,541 · $15,566+15.9%

+1.4%5 years · per year$10,000 became $10,736 · $14,979+8.4%

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

2.64%Trailing 12-mo yield$264 · $138 a year on $10k1.38%

−11.2%Worst dropSmaller is better−10.5%

14.3%VolatilityLower is calmer16.8%

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

2–6XLV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

PSR vs XLV: Top 5 Holdings

Today

PSR

39.2%in top 5

XLV

in top 544.4%

PSRStockXLV

not top 5LLY16.3%

10.6%WELLnot top 5

not top 5JNJ9.8%

8.4%PLDnot top 5

not top 5ABBV7.6%

7.3%EQIXnot top 5

7.1%AMTnot top 5

5.9%DLRnot top 5

not top 5MRK5.4%

not top 5UNH5.3%

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

PSR vs XLV Returns, Every Period

InvescoPSR

+1.4%

5 years, per year

XLVSPDR

+8.4%

5 years, per year

PSRXLVFaded: behind in that period

0–4XLV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

PSR vs XLE

YTD

InvescoPSR

+16.4%

XLESPDR

+40.6%

+16.4%Year to date+40.6%

−11.2%Worst drop · 1Y−15.0%

14.3%Volatility · 1Y23.3%

2.6%Yield2.5%

$59.9MAssets$40.5B

3–1PSR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: PSR, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

PSR0.35%$35

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: PSR, XLV, XLE

2.64%highest, PSR

FundTrailing yieldYield$10k

PSR2.64%$264

XLE2.47%$247

XLV1.38%$138

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

PSR$264 − $35 = $229

XLV$138 − $8 = $130

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: PSR, XLV, XLE

Today

0.0%most shared, PSR and XLV

PSRXLVXLE

PSR—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

PSRWorst drop−11.2%14.3% vol

XLVWorst drop−10.5%16.8% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

PSRXLE

+16.4%Year to date+40.6%

2.6%Yield2.5%

+15.9%Past year+45.0%

0.35%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026