Compare · 2 funds side by side · dividends reinvested

PTH and XLE

PTHInvesco×XLESPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$26,316XLE · best of the two

Story of the two · IncomeMost incomePTH · 2.57% · $257 a year on $10k

Story of the two · RiskSmallest drop

PTH and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.7B1.4

Invesco Dorsey Wright Healthcare Momentum ETFSectors · Health care0.74%2.57%+19.4%+29.6%+24.3%+2.1%−12.8%28.4%$294M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: PTH 2006 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Invesco Dorsey Wright Healthcare Momentum ETF · $294M$11,102

PTH

XLE

State Street Energy Select Sector SPDR ETF · $40.7B$26,316

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

PTHMeasureXLE

+19.4%

More Ways to See the Pairs

PTH vs XLE: Top 5 Holdings

Today

PTH

19.1%in top 5

XLE

in top 558.9%

PTHStockXLE

not top 5XOM24.1%

not top 5CVX18.5%

not top 5COP7.2%

not top 5MPC4.6%

not top 5PSX4.5%

Cost, Income and Risk

Fees: PTH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

PTH0.74%$74

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: PTH, XLE

1Y

2.57%highest, PTH

FundTrailing yieldYield

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.7BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+44.5%

+29.6%1 yearTotal return+44.3%

+24.3%3 years · per year$10,000 became $19,220 · $16,257+17.6%

+2.1%5 years · per year$10,000 became $11,102 · $26,316+21.4%

0.74%Expense ratio$74 · $8 a year on $10k · lower is better0.08%

2.57%Trailing 12-mo yield$257 · $240 a year on $10k2.40%

−12.8%Worst dropSmaller is better−15.0%

28.4%VolatilityLower is calmer23.3%

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

3–5XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%ROIVnot top 5

4.1%THCnot top 5

3.8%INSMnot top 5

3.6%RVMDnot top 5

3.4%GHnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

PTH vs XLE Returns, Every Period

5Y

InvescoPTH

+2.1%

5 years, per year

XLESPDR

+21.4%

5 years, per year

PTHXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

PTH vs XLE

YTD

InvescoPTH

+19.4%

XLESPDR

+44.5%

+19.4%Year to date+44.5%

−12.8%Worst drop · 1Y−15.0%

28.4%Volatility · 1Y23.3%

2.6%Yield2.4%

$294MAssets$40.7B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

$10k

PTH2.57%$257

XLE2.40%$240

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

PTH$257 − $74 = $183

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: PTH, XLE

Today

0.0%most shared, PTH and XLE

PTHXLE

PTH—0.0%

XLE0.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+44.3%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

PTHWorst drop−12.8%28.4% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

PTHXLE

+19.4%Year to date+44.5%

2.6%Yield2.4%

+29.6%Past year+44.3%

0.74%Fee0.08%

3–1XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

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PTH and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two