Compare · 3 funds side by side · dividends reinvested

VNQ, IVV and XLE

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

02 / 04

VNQ, IVV and XLE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$42.0B1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: VNQ 2004 · IVV 2000 · XLE 1998

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Real Estate ETF · $35.9B$10,664

VNQ

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

VNQMeasureIVV

+11.2%Year to dateJan 1 → Nov 6+8.7%

+11.3%1 yearTotal return+9.8%

+13.6%3 years · per year$10,000 became $14,676 · $18,084+21.8%

+1.3%5 years · per year$10,000 became $10,664 · $17,177+11.4%

0.13%Expense ratio$13 · $3 a year on $10k · lower is better0.03%

3.56%Trailing 12-mo yield$356 · $114 a year on $10k1.14%

−11.4%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer13.6%

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

3–5IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VNQ vs IVV: Top 5 Holdings

Today

VNQ

34.7%in top 5

IVV

in top 527.8%

VNQStockIVV

10.7%WELLnot top 5

8.0%PLDnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

6.6%EQIXnot top 5

not top 5MSFT6.3%

5.1%AMTnot top 5

4.3%SPGnot top 5

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common1.9%

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

VNQ vs IVV Returns, Every Period

VanguardVNQ

+1.3%

5 years, per year

IVViShares

+11.4%

5 years, per year

VNQIVVFaded: behind in that period

2–2Level

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

VNQ vs XLE

YTD

VanguardVNQ

+11.2%

XLESPDR

+40.6%

+11.2%Year to date+40.6%

−11.4%Worst drop · 1Y−15.0%

14.2%Volatility · 1Y23.3%

3.6%Yield2.5%

$35.9BAssets$42.0B

3–1VNQ wins

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

Cost, Income and Risk

Fees: VNQ, IVV, XLE

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

XLE0.08%$8

VNQ0.13%$13

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

Yields: VNQ, IVV, XLE

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

XLE2.47%$247

IVV1.14%$114

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

Income After Fees on $10,000

$343most kept, VNQ

VNQ$356 − $13 = $343

XLE$247 − $8 = $239

IVV$114 − $3 = $111

KeptFee

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

Overlap: VNQ, IVV, XLE

Today

3.5%most shared, IVV and XLE

VNQIVVXLE

VNQ—1.9%0.0%

IVV1.9%—3.5%

XLE0.0%3.5%—

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

Return vs Bumpiness: 3 ETFs

+45.0%XLE, at 23.3% volatility

IVVWorst drop−8.9%13.6% vol

VNQWorst drop−11.4%14.2% 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

VNQXLE

+11.2%Year to date+40.6%

3.6%Yield2.5%

+11.3%Past year+45.0%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

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

VNQ vs SCHH

YTD

VanguardVNQ

+11.2%

SCHHSchwab

+14.7%

+11.2%Year to date+14.7%

3.6%Yield2.9%

$35.9BAssets$11.2B

1–1level

End-of-day Nov 6, 2026