Compare · 4 funds side by side · dividends reinvested

VHT, MDEV, XLF and XLE

VHTVanguard×MDEVFirst Trust×XLFSPDR×XLESPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$25,271XLE · best of the four

02 / 04

VHT, MDEV, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.46%+41.3%+44.3%+15.9%+20.4%−15.0%23.3%$40.5B1.9

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.42%+7.2%+12.4%+22.2%+9.4%−14.8%15.3%$53.4B2.1

Vanguard Health Care ETFSectors · Health care0.09%1.33%+22.2%+29.9%+16.6%+7.7%−10.4%16.4%$19.1B2.3

First Trust Indxx Medical Devices ETFSectors · Health care0.70%0.10%+10.0%+13.9%+10.2%−2.1%−18.2%17.5%$3M3.6

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: VHT 2004 · MDEV 2021 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,271

XLE

MDEV

First Trust Indxx Medical Devices ETF · $3M$8,982

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

XLEMeasureMDEV

+41.3%Year to dateJan 1 → Nov 9+10.0%

+44.3%1 yearTotal return+13.9%

+15.9%3 years · per year$10,000 became $15,555 · $13,395+10.2%

+20.4%5 years · per year$10,000 became $25,271 · $8,982−2.1%

0.08%Expense ratio$8 · $70 a year on $10k · lower is better0.70%

2.46%Trailing 12-mo yield$246 · $10 a year on $10k0.10%

−15.0%Worst dropSmaller is better−18.2%

23.3%VolatilityLower is calmer17.5%

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

7–1XLE wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs MDEV: Top 5 Holdings

Today

XLE

59.6%in top 5

MDEV

in top 511.5%

XLEStockMDEV

24.5%XOMnot top 5

18.8%CVXnot top 5

7.3%COPnot top 5

4.5%PSXnot top 5

4.4%MPCnot top 5

not top 5GEHC2.4%

not top 5PHIA.AS2.3%

not top 5TFX2.3%

not top 5EW2.3%

not top 5COH.AX2.2%

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

XLE vs MDEV Returns, Every Period

SPDRXLE

+20.4%

5 years, per year

MDEVFirst Trust

−2.1%

5 years, per year

XLEMDEVFaded: behind in that period

4–0XLE wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

XLE vs XLF

YTD

SPDRXLE

+41.3%

XLFSPDR

+7.2%

+41.3%Year to date+7.2%

−15.0%Worst drop · 1Y−14.8%

23.3%Volatility · 1Y15.3%

2.5%Yield1.4%

$40.5BAssets$53.4B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VHT, MDEV, XLF, XLE

Today

0.08%lowest, XLF

FundExpense ratioFee$10k

XLF0.08%$8

XLE0.08%$8

VHT0.09%$9

MDEV0.70%$70

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: VHT, MDEV, XLF, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

XLF1.42%$142

VHT1.33%$133

MDEV0.10%$10

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

XLF$142 − $8 = $134

VHT$133 − $9 = $124

MDEV$10 − $70 = −$60

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: VHT, MDEV, XLF, XLE

Today

18.5%most shared, VHT and MDEV

VHTMDEVXLFXLE

VHT—18.5%0.0%0.0%

MDEV18.5%—0.0%0.0%

XLF0.0%0.0%—0.0%

XLE0.0%0.0%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+44.3%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

VHTWorst drop−10.4%16.4% vol

MDEVWorst drop−18.2%17.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVHT

+41.3%Year to date+22.2%

2.5%Yield1.3%

+44.3%Past year+29.9%

0.08%Fee0.09%

4–0XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

XLE vs VDE

YTD

SPDRXLE

+41.3%

VDEVanguard

+39.4%

+41.3%Year to date+39.4%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026