Compare · 3 funds side by side · dividends reinvested

PWER, XLF 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

PWER, XLF 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%$42.0B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+5.7%+10.4%+22.5%+9.1%−14.8%15.3%$55.5B1.9

Nomura Energy Transition ETFSectors · Energy0.79%1.16%+21.2%+29.4%[…][…]−13.7%22.1%$12M2.2

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: PWER 2023 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Nomura Energy Transition ETF · $12M[…]

PWER

XLF

State Street Financial Select Sector SPDR ETF · $55.5B$15,474

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

PWERMeasureXLF

+21.2%Year to dateJan 1 → Nov 6+5.7%

+29.4%1 yearTotal return+10.4%

[…]3 years · per year$10,000 became […] · $18,391+22.5%

[…]5 years · per year$10,000 became […] · $15,474+9.1%

0.79%Expense ratio$79 · $8 a year on $10k · lower is better0.08%

1.16%Trailing 12-mo yield$116 · $144 a year on $10k1.44%

−13.7%Worst dropSmaller is better−14.8%

22.1%VolatilityLower is calmer15.3%

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

3–3Level

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

More Ways to See the Pairs

PWER vs XLF: Top 5 Holdings

Today

PWER

20.3%in top 5

XLF

in top 543.7%

PWERStockXLF

not top 5BRK-B13.2%

not top 5JPM11.1%

not top 5V8.9%

not top 5MA6.5%

4.6%EOGnot top 5

4.1%CEGnot top 5

4.0%XELnot top 5

not top 5BAC4.0%

4.0%LNTnot top 5

3.6%AEPnot top 5

Held in common0.0%

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

PWER vs XLF Returns, Every Period

NomuraPWER

+29.4%

past year

XLFSPDR

+10.4%

past year

PWERXLFFaded: behind in that period

2–0PWER wins

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

PWER vs XLE

YTD

NomuraPWER

+21.2%

XLESPDR

+40.6%

+21.2%Year to date+40.6%

−13.7%Worst drop · 1Y−15.0%

22.1%Volatility · 1Y23.3%

1.2%Yield2.5%

$12.0MAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: PWER, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

PWER0.79%$79

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

Yields: PWER, XLF, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

PWER1.16%$116

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

PWER$116 − $79 = $37

KeptFee

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

Overlap: PWER, XLF, XLE

Today

15.6%most shared, PWER and XLE

PWERXLFXLE

PWER—0.0%15.6%

XLF0.0%—0.0%

XLE15.6%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

XLFWorst drop−14.8%15.3% vol

PWERWorst drop−13.7%22.1% 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

XLEPWER

+40.6%Year to date+21.2%

2.5%Yield1.2%

+45.0%Past year+29.4%

0.08%Fee0.79%

4–0XLE 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%

$42.0BAssets$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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026