Compare · 3 funds side by side · dividends reinvested

SPY, XLE and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,568XLE · best of the three

02 / 04

SPY, XLE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.5

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: SPY 1993 · XLE 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,118

SPY

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,568

$10,000 five years ago, dividends reinvested · they hold 3.5% in common

SPYMeasureXLE

+8.7%Year to dateJan 1 → Nov 6+40.6%

+9.7%1 yearTotal return+45.0%

+21.7%3 years · per year$10,000 became $18,039 · $15,939+16.8%

+11.3%5 years · per year$10,000 became $17,118 · $25,568+20.7%

0.09%Expense ratio$9 · $8 a year on $10k · lower is better0.08%

1.03%Trailing 12-mo yield$103 · $247 a year on $10k2.47%

−8.9%Worst dropSmaller is better−15.0%

13.6%VolatilityLower is calmer23.3%

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

3–5XLE wins

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

More Ways to See the Pairs

SPY vs XLE: Top 5 Holdings

Today

SPY

27.8%in top 5

XLE

in top 559.5%

SPYStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

7.9%AAPLnot top 5

not top 5COP7.3%

6.9%NVDAnot top 5

6.3%MSFTnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common3.5%

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

SPY vs XLE Returns, Every Period

SPDRSPY

+11.3%

5 years, per year

XLESPDR

+20.7%

5 years, per year

SPYXLEFaded: behind in that period

1–3XLE wins

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

Core vs Sector: SPY vs XLE

YTD

SPDRSPY

+8.7%

XLESPDR

+40.6%

+8.7%Year to date+40.6%

−8.9%Worst drop · 1Y−15.0%

13.6%Volatility · 1Y23.3%

1.0%Yield2.5%

$819BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: SPY, XLE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

XLE0.08%$8

SPY0.09%$9

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

Yields: SPY, XLE, SPYM

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

SPYM1.05%$105

SPY1.03%$103

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

SPYM$105 − $2 = $103

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, XLE, SPYM

Today

99.9%most shared, SPY and SPYM

SPYXLESPYM

SPY—3.5%99.9%

XLE3.5%—3.5%

SPYM99.9%3.5%—

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

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% 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

XLESPYM

+40.6%Year to date+8.8%

2.5%Yield1.1%

+45.0%Past year+9.8%

0.08%Fee0.02%

3–1XLE 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