Compare · 3 funds side by side · dividends reinvested

RWR, VNQ and XLE

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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 incomeVNQ · 3.51% · $351 a year on $10k

Story of the three · RiskSmallest drop

RWR, VNQ and XLE, 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%$40.7B1.8

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.34%+17.5%+16.5%+14.6%+3.2%−12.8%14.2%$1.9B2.1

Vanguard Real Estate ETFSectors · Real estate0.13%3.51%+12.8%+11.7%+12.1%+1.4%−11.4%14.2%$35.9B2.1

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: RWR 2001 · VNQ 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones REIT ETF · $1.9B$11,717

RWR

VNQ

Vanguard Real Estate ETF · $35.9B$10,711

$10,000 five years ago, dividends reinvested · they hold 73.6% in common

RWRMeasure

More Ways to See the Pairs

RWR vs VNQ: Top 5 Holdings

Today

RWR

34.1%in top 5

VNQ

in top 534.7%

RWRStockVNQ

10.2%WELL10.7%

9.4%PLD8.0%

not top 5EQIX6.6%

not top 5AMT5.1%

5.0%PSA

Cost, Income and Risk

Fees: RWR, VNQ, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VNQ0.13%$13

RWR0.25%$25

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

Yields: RWR, VNQ, XLE

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%

$40.7BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

VNQ vs SCHH

YTD

VanguardVNQ

+12.8%

SCHHSchwab

+16.6%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

VNQ

+17.5%Year to dateJan 1 → Nov 10+12.8%

+16.5%1 yearTotal return+11.7%

+14.6%3 years · per year$10,000 became $15,033 · $14,074+12.1%

+3.2%5 years · per year$10,000 became $11,717 · $10,711+1.4%

0.25%Expense ratio$25 · $13 a year on $10k · lower is better0.13%

3.34%Trailing 12-mo yield$334 · $351 a year on $10k3.51%

−12.8%Worst dropSmaller is better−11.4%

14.2%VolatilityLower is calmer14.2%

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

4–3RWR wins

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

not top 5

5.0%SPG4.3%

4.5%VMRKnot top 5

Held in common73.6%

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

RWR vs VNQ Returns, Every Period

5Y

SPDRRWR

+3.2%

5 years, per year

VNQVanguard

+1.4%

5 years, per year

RWRVNQFaded: behind in that period

4–0RWR wins

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

RWR vs VNQ

YTD

SPDRRWR

+17.5%

VNQVanguard

+12.8%

+17.5%Year to date+12.8%

−12.8%Worst drop · 1Y−11.4%

14.2%Volatility · 1Y14.2%

3.3%Yield3.5%

$1.9BAssets$35.9B

2–1VNQ wins

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

3.51%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.51%$351

RWR3.34%$334

XLE2.45%$245

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

Income After Fees on $10,000

1Y

$338most kept, VNQ

VNQ$351 − $13 = $338

RWR$334 − $25 = $309

XLE$245 − $8 = $237

KeptFee

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

Overlap: RWR, VNQ, XLE

Today

73.6%most shared, RWR and VNQ

RWRVNQXLE

RWR—73.6%0.0%

VNQ73.6%—0.0%

XLE0.0%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

VNQWorst drop−11.4%14.2% vol

RWRWorst drop−12.8%14.2% 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

VNQXLE

+12.8%Year to date+41.9%

3.5%Yield2.4%

+11.7%Past year+42.9%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 10, 2026

+12.8%Year to date+16.6%

3.5%Yield2.8%

$35.9BAssets$11.9B

1–1level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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RWR, VNQ and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three