Compare · 2 funds side by side · dividends reinvested

VFH and XLE

VFHVanguard×XLESPDR×

Versus in desk

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

02 / 04

VFH 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%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.4

Vanguard Financials ETFSectors · Financials0.09%1.70%+5.2%+10.1%+23.1%+9.0%−14.7%15.4%$12.7B1.6

Rank among the two1st → 2ndFee, 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: VFH 2004 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Financials ETF · $12.7B$15,375

VFH

XLE

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

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

VFHMeasureXLE

+5.2%Year to dateJan 1 → Nov 6+40.6%

+10.1%1 yearTotal return+45.0%

+23.1%3 years · per year$10,000 became $18,635 · $15,939+16.8%

+9.0%5 years · per year$10,000 became $15,375 · $25,568+20.7%

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

1.70%Trailing 12-mo yield$170 · $247 a year on $10k2.47%

−14.7%Worst dropSmaller is better−15.0%

15.4%VolatilityLower is calmer23.3%

VFHXLE 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

VFH vs XLE: Top 5 Holdings

Today

VFH

35.3%in top 5

XLE

in top 559.5%

VFHStockXLE

not top 5XOM24.4%

not top 5CVX18.8%

10.4%JPMnot top 5

8.3%BRK-Bnot top 5

not top 5COP7.3%

7.1%Vnot top 5

5.3%MAnot top 5

not top 5PSX4.5%

not top 5MPC4.5%

4.2%BACnot top 5

Held in common0.0%

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

VFH vs XLE Returns, Every Period

VanguardVFH

+9.0%

5 years, per year

XLESPDR

+20.7%

5 years, per year

VFHXLEFaded: behind in that period

1–3XLE wins

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

VFH vs XLE

YTD

VanguardVFH

+5.2%

XLESPDR

+40.6%

+5.2%Year to date+40.6%

−14.7%Worst drop · 1Y−15.0%

15.4%Volatility · 1Y23.3%

1.7%Yield2.5%

$12.7BAssets$42.0B

2–2level

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

Cost, Income and Risk

Fees: VFH, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VFH0.09%$9

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

Yields: VFH, XLE

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

VFH1.70%$170

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

VFH$170 − $9 = $161

KeptFee

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

Overlap: VFH, XLE

Today

0.0%most shared, VFH and XLE

VFHXLE

VFH—0.0%

XLE0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

VFHWorst drop−14.7%15.4% 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

XLEVFH

+40.6%Year to date+5.2%

2.5%Yield1.7%

+45.0%Past year+10.1%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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