Compare · 3 funds side by side · dividends reinvested

RWR, XLE and XLF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,404XLE · best of the three

02 / 04

RWR, XLE and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.38%+17.8%+18.8%+17.5%+3.7%−12.8%14.2%$1.9B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: RWR 2001 · XLE 1998 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones REIT ETF · $1.9B$11,973

RWR

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

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

RWRMeasureXLE

+17.8%Year to dateJan 1 → Nov 5+40.6%

+18.8%1 yearTotal return+45.4%

+17.5%3 years · per year$10,000 became $16,229 · $15,905+16.7%

+3.7%5 years · per year$10,000 became $11,973 · $25,404+20.5%

0.25%Expense ratio$25 · $8 a year on $10k · lower is better0.08%

3.38%Trailing 12-mo yield$338 · $247 a year on $10k2.47%

−12.8%Worst dropSmaller is better−15.0%

14.2%VolatilityLower is calmer23.3%

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

4–4Level

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

More Ways to See the Pairs

RWR vs XLE: Top 5 Holdings

Today

RWR

34.1%in top 5

XLE

in top 559.2%

RWRStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

10.3%WELLnot top 5

9.4%PLDnot top 5

not top 5COP7.1%

5.1%PSAnot top 5

4.9%SPGnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

4.4%EQIXnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

RWR vs XLE Returns, Every Period

SPDRRWR

+3.7%

5 years, per year

XLESPDR

+20.5%

5 years, per year

RWRXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

RWR vs XLE

YTD

SPDRRWR

+17.8%

XLESPDR

+40.6%

+17.8%Year to date+40.6%

−12.8%Worst drop · 1Y−15.0%

14.2%Volatility · 1Y23.3%

3.4%Yield2.5%

$1.9BAssets$42.0B

3–1RWR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: RWR, XLE, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

RWR0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: RWR, XLE, XLF

3.38%highest, RWR

FundTrailing yieldYield$10k

RWR3.38%$338

XLE2.47%$247

XLF1.44%$144

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, RWR

RWR$338 − $25 = $313

XLE$247 − $8 = $239

XLF$144 − $8 = $136

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: RWR, XLE, XLF

Today

0.0%most shared, RWR and XLE

RWRXLEXLF

RWR—0.0%0.0%

XLE0.0%—0.0%

XLF0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

RWRWorst drop−12.8%14.2% vol

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

RWRXLE

+17.8%Year to date+40.6%

3.4%Yield2.5%

+18.8%Past year+45.4%

0.25%Fee0.08%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026