Compare · 3 funds side by side · dividends reinvested

VNQ, IWF 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, IWF 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%$42.0B1.8

Vanguard Real Estate ETFSectors · Real estate0.13%3.56%+11.2%+11.3%+13.6%+1.3%−11.4%14.2%$35.9B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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

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

Head to Head

Swap sides Versus in desk

Head to Head

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

VNQ

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

VNQMeasureIWF

+11.2%Year to dateJan 1 → Nov 6−5.3%

+11.3%1 yearTotal return−6.5%

+13.6%3 years · per year$10,000 became $14,676 · $17,022+19.4%

+1.3%5 years · per year$10,000 became $10,664 · $15,442+9.1%

0.13%Expense ratio$13 · $18 a year on $10k · lower is better0.18%

3.56%Trailing 12-mo yield$356 · $39 a year on $10k0.39%

−11.4%Worst dropSmaller is better−14.6%

14.2%VolatilityLower is calmer19.4%

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

6–2VNQ 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 IWF: Top 5 Holdings

Today

VNQ

34.7%in top 5

IWF

in top 539.8%

VNQStockIWF

not top 5NVDA14.1%

10.7%WELLnot top 5

not top 5AAPL9.0%

8.0%PLDnot top 5

not top 5MSFT6.6%

6.6%EQIXnot top 5

not top 5GOOGL5.5%

5.1%AMTnot top 5

not top 5AVGO4.5%

4.3%SPGnot top 5

Held in common0.5%

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

VNQ vs IWF Returns, Every Period

VanguardVNQ

+1.3%

5 years, per year

IWFiShares

+9.1%

5 years, per year

VNQIWFFaded: 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, IWF, XLE

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

VNQ0.13%$13

IWF0.18%$18

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

Yields: VNQ, IWF, XLE

3.56%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.56%$356

XLE2.47%$247

IWF0.39%$39

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

IWF$39 − $18 = $21

KeptFee

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

Overlap: VNQ, IWF, XLE

Today

0.5%most shared, IWF and XLE

VNQIWFXLE

VNQ—0.5%0.0%

IWF0.5%—0.5%

XLE0.0%0.5%—

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

VNQWorst drop−11.4%14.2% vol

IWFWorst drop−14.6%19.4% 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

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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