Compare · 2 funds side by side · dividends reinvested

QCLN and XLE

QCLNFirst Trust×XLESPDR×

Versus in desk

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

02 / 04

QCLN 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%$44.6B1.0

First Trust NASDAQ Clean Edge Green Energy Index FundSectors · Energy0.59%0.11%+1.3%−2.8%+11.3%−8.7%−37.8%41.4%$473M2.0

Rank among the two1st → 2ndFee, 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: QCLN 2007 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

First Trust NASDAQ Clean Edge Green Energy Index Fund · $473M$6,359

QCLN

XLE

State Street Energy Select Sector SPDR ETF · $44.6B$26,379

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

QCLNMeasureXLE

+1.3%Year to dateJan 1 → Nov 4+44.9%

−2.8%1 yearTotal return+48.2%

+11.3%3 years · per year$10,000 became $13,797 · $16,447+18.0%

−8.7%5 years · per year$10,000 became $6,359 · $26,379+21.4%

0.59%Expense ratio$59 · $8 a year on $10k · lower is better0.08%

0.11%Trailing 12-mo yield$11 · $240 a year on $10k2.40%

−37.8%Worst dropSmaller is better−15.0%

41.4%VolatilityLower is calmer23.2%

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

0–8XLE wins

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

More Ways to See the Pairs

QCLN vs XLE: Top 5 Holdings

Today

QCLN

42.0%in top 5

XLE

in top 559.1%

QCLNStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

9.3%TSLAnot top 5

9.0%MPWRnot top 5

8.9%BEnot top 5

8.4%ONnot top 5

not top 5COP7.2%

6.4%RIVNnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

Held in common0.0%

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

QCLN vs XLE Returns, Every Period

First TrustQCLN

−8.7%

5 years, per year

XLESPDR

+21.4%

5 years, per year

QCLNXLEFaded: behind in that period

0–4XLE wins

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

QCLN vs XLE

YTD

First TrustQCLN

+1.3%

XLESPDR

+44.9%

+1.3%Year to date+44.9%

−37.8%Worst drop · 1Y−15.0%

41.4%Volatility · 1Y23.2%

0.1%Yield2.4%

$473MAssets$44.6B

4–0XLE wins

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

Cost, Income and Risk

Fees: QCLN, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

QCLN0.59%$59

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

Yields: QCLN, XLE

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

QCLN0.11%$11

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

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

QCLN$11 − $59 = −$48

KeptFee

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

Overlap: QCLN, XLE

Today

0.0%most shared, QCLN and XLE

QCLNXLE

QCLN—0.0%

XLE0.0%—

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

Return vs Bumpiness: 2 ETFs

+48.2%XLE, at 23.2% volatility

XLEWorst drop−15.0%23.2% vol

QCLNWorst drop−37.8%41.4% vol

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

Paid More vs Made More

YTD

XLEQCLN

+44.9%Year to date+1.3%

2.4%Yield0.1%

+48.2%Past year−2.8%

0.08%Fee0.59%

4–0XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.6BAssets$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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026