Compare · 3 funds side by side · dividends reinvested

USRT, XLK and XLE

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

02 / 04

USRT, XLK and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$44.1B1.5

iShares Core U.S. REIT ETFSectors · Real estate0.08%2.69%+16.5%+16.4%+16.4%+3.5%−12.4%13.9%$4.4B1.8

State Street Technology Select Sector SPDR ETFSectors · Technology0.08%0.51%+13.2%+11.1%+26.4%+15.9%−19.6%28.5%$117B2.4

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

End-of-day Nov 5, 2026 · returns include dividends · since: USRT 2007 · XLK 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core U.S. REIT ETF · $4.4B$11,898

USRT

XLK

State Street Technology Select Sector SPDR ETF · $117B$20,952

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

USRTMeasureXLK

+16.5%Year to dateJan 1 → Nov 5+13.2%

+16.4%1 yearTotal return+11.1%

+16.4%3 years · per year$10,000 became $15,762 · $20,176+26.4%

+3.5%5 years · per year$10,000 became $11,898 · $20,952+15.9%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.69%Trailing 12-mo yield$269 · $51 a year on $10k0.51%

−12.4%Worst dropSmaller is better−19.6%

13.9%VolatilityLower is calmer28.5%

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

5–2USRT wins

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

More Ways to See the Pairs

USRT vs XLK: Top 5 Holdings

Today

USRT

31.4%in top 5

XLK

in top 552.7%

USRTStockXLK

not top 5AAPL15.8%

not top 5NVDA15.0%

not top 5MSFT12.8%

9.2%WELLnot top 5

6.9%PLDnot top 5

6.0%EQIXnot top 5

not top 5AVGO4.8%

4.8%SPGnot top 5

4.5%PSAnot top 5

not top 5AMD4.5%

Held in common0.0%

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

USRT vs XLK Returns, Every Period

iSharesUSRT

+3.5%

5 years, per year

XLKSPDR

+15.9%

5 years, per year

USRTXLKFaded: behind in that period

2–2Level

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

USRT vs XLE

YTD

iSharesUSRT

+16.5%

XLESPDR

+40.6%

+16.5%Year to date+40.6%

−12.4%Worst drop · 1Y−15.0%

13.9%Volatility · 1Y23.3%

2.7%Yield2.5%

$4.4BAssets$44.1B

3–1USRT wins

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

Cost, Income and Risk

Fees: USRT, XLK, XLE

Today

0.08%lowest, USRT

FundExpense ratioFee$10k

USRT0.08%$8

XLK0.08%$8

XLE0.08%$8

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

Yields: USRT, XLK, XLE

2.69%highest, USRT

FundTrailing yieldYield$10k

USRT2.69%$269

XLE2.47%$247

XLK0.51%$51

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

Income After Fees on $10,000

$261most kept, USRT

USRT$269 − $8 = $261

XLE$247 − $8 = $239

XLK$51 − $8 = $43

KeptFee

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

Overlap: USRT, XLK, XLE

Today

0.0%most shared, USRT and XLK

USRTXLKXLE

USRT—0.0%0.0%

XLK0.0%—0.0%

XLE0.0%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

USRTWorst drop−12.4%13.9% vol

XLEWorst drop−15.0%23.3% vol

XLKWorst drop−19.6%28.5% vol

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

Paid More vs Made More

YTD

USRTXLE

+16.5%Year to date+40.6%

2.7%Yield2.5%

+16.4%Past year+45.4%

0.08%Fee0.08%

2–1XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+13.2%

VGTVanguard

+14.0%

+13.2%Year to date+14.0%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026