Compare · 3 funds side by side · dividends reinvested

VIG, XLF and XLE

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

02 / 04

VIG, XLF and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.6

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%$53.4B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: VIG 2006 · XLF 1998 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Dividend Appreciation ETF · $109B$16,638

VIG

XLF

State Street Financial Select Sector SPDR ETF · $53.4B$15,690

$10,000 five years ago, dividends reinvested · they hold 19.5% in common

VIGMeasureXLF

+14.8%Year to dateJan 1 → Nov 9+7.2%

+17.6%1 yearTotal return+12.4%

+18.8%3 years · per year$10,000 became $16,775 · $18,230+22.2%

+10.7%5 years · per year$10,000 became $16,638 · $15,690+9.4%

0.04%Expense ratio$4 · $8 a year on $10k · lower is better0.08%

1.46%Trailing 12-mo yield$146 · $142 a year on $10k1.42%

−7.9%Worst dropSmaller is better−14.8%

11.0%VolatilityLower is calmer15.3%

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

7–1VIG wins

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

More Ways to See the Pairs

VIG vs XLF: Top 5 Holdings

Today

VIG

22.1%in top 5

XLF

in top 543.8%

VIGStockXLF

not top 5BRK-B13.2%

3.9%JPM11.1%

not top 5V9.0%

not top 5MA6.6%

4.9%MSFTnot top 5

4.9%AAPLnot top 5

4.3%AVGOnot top 5

4.1%LLYnot top 5

not top 5BAC4.0%

Held in common19.5%

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

VIG vs XLF Returns, Every Period

VanguardVIG

+10.7%

5 years, per year

XLFSPDR

+9.4%

5 years, per year

VIGXLFFaded: behind in that period

3–1VIG wins

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

Income vs Sector: VIG vs XLE

YTD

VanguardVIG

+14.8%

XLESPDR

+41.3%

+14.8%Year to date+41.3%

−7.9%Worst drop · 1Y−15.0%

11.0%Volatility · 1Y23.3%

1.5%Yield2.5%

$109BAssets$40.5B

2–2level

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

Cost, Income and Risk

Fees: VIG, XLF, XLE

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

XLF0.08%$8

XLE0.08%$8

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

Yields: VIG, XLF, XLE

2.46%highest, XLE

FundTrailing yieldYield$10k

XLE2.46%$246

VIG1.46%$146

XLF1.42%$142

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

Income After Fees on $10,000

$238most kept, XLE

XLE$246 − $8 = $238

VIG$146 − $4 = $142

XLF$142 − $8 = $134

KeptFee

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

Overlap: VIG, XLF, XLE

Today

19.5%most shared, VIG and XLF

VIGXLFXLE

VIG—19.5%3.5%

XLF19.5%—0.0%

XLE3.5%0.0%—

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

Return vs Bumpiness: 3 ETFs

+44.3%XLE, at 23.3% volatility

VIGWorst drop−7.9%11.0% vol

XLFWorst drop−14.8%15.3% 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

XLEVIG

+41.3%Year to date+14.8%

2.5%Yield1.5%

+44.3%Past year+17.6%

0.08%Fee0.04%

3–1XLE wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

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

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$45.5BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026