Compare · 3 funds side by side · dividends reinvested

TPYP, XLF and XLE

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

TPYP, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Tortoise North American Pipeline ETFSectors · Energy0.40%3.26%+21.9%+26.2%+24.8%+17.3%−9.1%15.3%$881M1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.40%+9.4%+15.3%+24.7%+10.1%−14.8%15.0%$53.8B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: TPYP 2015 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Tortoise North American Pipeline ETF · $881M$22,242

TPYP

XLF

State Street Financial Select Sector SPDR ETF · $53.8B$16,157

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

TPYPMeasureXLF

+21.9%Year to dateJan 1 → Nov 4+9.4%

+26.2%1 yearTotal return+15.3%

+24.8%3 years · per year$10,000 became $19,431 · $19,384+24.7%

+17.3%5 years · per year$10,000 became $22,242 · $16,157+10.1%

0.40%Expense ratio$40 · $8 a year on $10k · lower is better0.08%

3.26%Trailing 12-mo yield$326 · $140 a year on $10k1.40%

−9.1%Worst dropSmaller is better−14.8%

15.3%VolatilityLower is calmer15.0%

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

6–2TPYP wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TPYP vs XLF: Top 5 Holdings

Today

TPYP

38.2%in top 5

XLF

in top 543.4%

TPYPStockXLF

not top 5BRK-B12.9%

not top 5JPM11.2%

not top 5V8.9%

8.1%LNGnot top 5

7.7%KMInot top 5

7.6%TRGPnot top 5

7.4%TRPnot top 5

7.4%ENBnot top 5

not top 5MA6.5%

not top 5BAC4.0%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

TPYP vs XLF Returns, Every Period

TortoiseTPYP

+17.3%

5 years, per year

XLFSPDR

+10.1%

5 years, per year

TPYPXLFFaded: behind in that period

4–0TPYP wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TPYP vs XLE

YTD

TortoiseTPYP

+21.9%

XLESPDR

+44.9%

+21.9%Year to date+44.9%

−9.1%Worst drop · 1Y−15.0%

15.3%Volatility · 1Y23.2%

3.3%Yield2.4%

$881MAssets$44.1B

3–1TPYP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TPYP, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

TPYP0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TPYP, XLF, XLE

3.26%highest, TPYP

FundTrailing yieldYield$10k

TPYP3.26%$326

XLE2.40%$240

XLF1.40%$140

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$286most kept, TPYP

TPYP$326 − $40 = $286

XLE$240 − $8 = $232

XLF$140 − $8 = $132

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TPYP, XLF, XLE

Today

13.4%most shared, TPYP and XLE

TPYPXLFXLE

TPYP—0.0%13.4%

XLF0.0%—0.0%

XLE13.4%0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

XLFWorst drop−14.8%15.0% vol

TPYPWorst drop−9.1%15.3% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

TPYPXLE

+21.9%Year to date+44.9%

3.3%Yield2.4%

+26.2%Past year+48.2%

0.40%Fee0.08%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026