Compare · 3 funds side by side · dividends reinvested

RWR, XLV and XLE

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

Story of the three · IncomeMost incomeRWR · 3.35% · $335 a year on $10k

Story of the three · RiskSmallest drop

RWR, XLV 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%$40.7B1.6

State Street Health Care Select Sector SPDR ETFSectors · Health care0.08%1.35%+23.6%+30.4%+15.7%+8.7%−10.5%16.9%$50.5B1.9

State Street SPDR Dow Jones REIT ETFSectors · Real estate0.25%3.35%+17.2%+16.6%+15.0%+3.0%−12.8%14.2%$1.9B2.4

Rank among the three1st → 3rdFee, 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: RWR 2001 · XLV 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Dow Jones REIT ETF · $1.9B$11,599

RWR

XLV

State Street Health Care Select Sector SPDR ETF · $50.5B$15,149

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

RWRMeasure

More Ways to See the Pairs

RWR vs XLV: Top 5 Holdings

Today

RWR

33.5%in top 5

XLV

in top 544.9%

RWRStockXLV

not top 5LLY16.7%

10.0%WELLnot top 5

10.0%PLDnot top 5

not top 5JNJ9.9%

not top 5ABBV7.6%

Cost, Income and Risk

Fees: RWR, XLV, XLE

Today

0.08%lowest, XLV

FundExpense ratioFee$10k

XLV0.08%$8

XLE0.08%$8

RWR0.25%$25

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

Yields: RWR, XLV, XLE

1Y

Popular Pairs Near These Three

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%

XLV

+17.2%Year to dateJan 1 → Nov 11+23.6%

+16.6%1 yearTotal return+30.4%

+15.0%3 years · per year$10,000 became $15,190 · $15,486+15.7%

+3.0%5 years · per year$10,000 became $11,599 · $15,149+8.7%

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

3.35%Trailing 12-mo yield$335 · $135 a year on $10k1.35%

−12.8%Worst dropSmaller is better−10.5%

14.2%VolatilityLower is calmer16.9%

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

2–6XLV wins

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

not top 5MRK5.3%

not top 5UNH5.3%

4.5%SPGnot top 5

4.5%DLRnot top 5

4.5%Onot top 5

Held in common0.0%

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

RWR vs XLV Returns, Every Period

5Y

SPDRRWR

+3.0%

5 years, per year

XLVSPDR

+8.7%

5 years, per year

RWRXLVFaded: behind in that period

0–4XLV wins

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

RWR vs XLE

YTD

SPDRRWR

+17.2%

XLESPDR

+44.5%

+17.2%Year to date+44.5%

−12.8%Worst drop · 1Y−15.0%

14.2%Volatility · 1Y23.3%

3.4%Yield2.4%

$1.9BAssets$40.7B

3–1RWR wins

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

3.35%highest, RWR

FundTrailing yieldYield$10k

RWR3.35%$335

XLE2.40%$240

XLV1.35%$135

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

Income After Fees on $10,000

1Y

$310most kept, RWR

RWR$335 − $25 = $310

XLE$240 − $8 = $232

XLV$135 − $8 = $127

KeptFee

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

Overlap: RWR, XLV, XLE

Today

0.0%most shared, RWR and XLV

RWRXLVXLE

RWR—0.0%0.0%

XLV0.0%—0.0%

XLE0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

RWRWorst drop−12.8%14.2% vol

XLVWorst drop−10.5%16.9% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

RWRXLE

+17.2%Year to date+44.5%

3.4%Yield2.4%

+16.6%Past year+44.3%

0.25%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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RWR, XLV and XLE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three