Compare · 3 funds side by side · dividends reinvested

SPYM, XLE and VOO

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

02 / 04

SPYM, XLE and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T2.1

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: SPYM 2005 · XLE 1998 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

SPYM

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$25,404

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

SPYMMeasureXLE

+8.4%Year to dateJan 1 → Nov 5+40.6%

+9.8%1 yearTotal return+45.4%

+22.1%3 years · per year$10,000 became $18,222 · $15,905+16.7%

+11.4%5 years · per year$10,000 became $17,164 · $25,404+20.5%

0.02%Expense ratio$2 · $8 a year on $10k · lower is better0.08%

1.06%Trailing 12-mo yield$106 · $247 a year on $10k2.47%

−8.9%Worst dropSmaller is better−15.0%

13.6%VolatilityLower is calmer23.3%

SPYMXLE 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

SPYM vs XLE: Top 5 Holdings

Today

SPYM

27.7%in top 5

XLE

in top 559.2%

SPYMStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

7.7%AAPLnot top 5

7.3%NVDAnot top 5

not top 5COP7.1%

6.2%MSFTnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common3.5%

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

SPYM vs XLE Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

XLESPDR

+20.5%

5 years, per year

SPYMXLEFaded: behind in that period

1–3XLE wins

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

Core vs Sector: SPYM vs XLE

YTD

SPDRSPYM

+8.4%

XLESPDR

+40.6%

+8.4%Year to date+40.6%

−8.9%Worst drop · 1Y−15.0%

13.6%Volatility · 1Y23.3%

1.1%Yield2.5%

$182BAssets$44.1B

2–2level

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

Cost, Income and Risk

Fees: SPYM, XLE, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

XLE0.08%$8

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

Yields: SPYM, XLE, VOO

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VOO1.10%$110

SPYM1.06%$106

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

KeptFee

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

Overlap: SPYM, XLE, VOO

Today

93.5%most shared, SPYM and VOO

SPYMXLEVOO

SPYM—3.5%93.5%

XLE3.5%—3.4%

VOO93.5%3.4%—

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

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% 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

XLESPYM

+40.6%Year to date+8.4%

2.5%Yield1.1%

+45.4%Past year+9.8%

0.08%Fee0.02%

3–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026