Compare · 3 funds side by side · dividends reinvested

VO, XLE and IWF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$25,622XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.45% · $245 a year on $10k

Story of the three · RiskSmallest drop

VO, XLE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+14.4%+18.0%+6.7%−8.2%13.0%$103B1.8

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.45%+41.9%+42.9%+16.4%+20.7%−15.0%23.3%$40.5B1.9

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−3.4%−2.9%+19.1%+9.4%−14.6%19.5%$118B2.4

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

End-of-day Nov 10, 2026 · returns include dividends · since: VO 2004 · XLE 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Mid-Cap ETF · $103B$13,829

VO

XLE

State Street Energy Select Sector SPDR ETF · $40.5B$25,622

$10,000 five years ago, dividends reinvested · they hold 8.0% in common

VOMeasure

More Ways to See the Pairs

VO vs XLE: Top 5 Holdings

Today

VO

5.3%in top 5

XLE

in top 559.2%

VOStockXLE

not top 5XOM24.2%

not top 5CVX18.6%

not top 5COP7.2%

1.1%MPC4.6%

1.0%PSX

Cost, Income and Risk

Fees: VO, XLE, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

XLE0.08%$8

IWF0.18%$18

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

Yields: VO, XLE, IWF

1Y

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+3.4%

SCHGSchwab

+4.1%

+3.4%Year to date+4.1%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 10, 2026

XLE vs VDE

YTD

SPDRXLE

+41.9%

VDEVanguard

+40.0%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

XLE

+13.6%Year to dateJan 1 → Nov 10+41.9%

+14.4%1 yearTotal return+42.9%

+18.0%3 years · per year$10,000 became $16,445 · $15,781+16.4%

+6.7%5 years · per year$10,000 became $13,829 · $25,622+20.7%

0.03%Expense ratio$3 · $8 a year on $10k · lower is better0.08%

1.35%Trailing 12-mo yield$135 · $245 a year on $10k2.45%

−8.2%Worst dropSmaller is better−15.0%

13.0%VolatilityLower is calmer23.3%

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

4–4Level

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

1.1%NETnot top 5

1.1%VLOnot top 5

1.0%PWRnot top 5

Held in common8.0%

End-of-day Nov 10, 2026 · share of each fund

VO vs XLE Returns, Every Period

5Y

VanguardVO

+6.7%

5 years, per year

XLESPDR

+20.7%

5 years, per year

VOXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: VO vs XLE

YTD

VanguardVO

+13.6%

XLESPDR

+41.9%

+13.6%Year to date+41.9%

−8.2%Worst drop · 1Y−15.0%

13.0%Volatility · 1Y23.3%

1.4%Yield2.4%

$103BAssets$40.5B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

2.45%highest, XLE

FundTrailing yieldYield$10k

XLE2.45%$245

VO1.35%$135

IWF0.38%$38

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$237most kept, XLE

XLE$245 − $8 = $237

VO$135 − $3 = $132

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: VO, XLE, IWF

Today

9.3%most shared, VO and IWF

VOXLEIWF

VO—8.0%9.3%

XLE8.0%—0.5%

IWF9.3%0.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+42.9%XLE, at 23.3% volatility

VOWorst drop−8.2%13.0% vol

IWFWorst drop−14.6%19.5% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVO

+41.9%Year to date+13.6%

2.4%Yield1.4%

+42.9%Past year+14.4%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 10, 2026

+41.9%Year to date+40.0%

2.4%Yield2.4%

$40.5BAssets$10.4B

1–0XLE wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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VO, XLE and IWF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three