Compare · 3 funds side by side · dividends reinvested

VTV, XLE and VNQ

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,590XLE · best of the three

Story of the three · IncomeMost incomeVNQ · 3.53% · $353 a year on $10k

Story of the three · RiskSmallest drop

VTV, XLE and VNQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.81%+22.0%+23.6%+21.4%+12.3%−6.4%10.8%$184B1.6

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.35%+48.2%+48.0%+19.9%+21.6%−15.0%23.3%$41.6B1.9

Vanguard Real Estate ETFSectors · Real estate0.13%3.53%+12.1%+10.6%+12.6%+1.3%−11.4%14.2%$35.9B2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: VTV 2004 · XLE 1998 · VNQ 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Vanguard Morningstar Value ETF · $184B$17,830

VTV

XLE

State Street Energy Select Sector SPDR ETF · $41.6B$26,590

$10,000 five years ago, dividends reinvested · they hold 7.9% in common

VTVMeasure

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VTV vs XLE: Top 5 Holdings

Today

VTV

15.8%in top 5

XLE

in top 558.8%

VTVStockXLE

2.6%XOM24.0%

not top 5CVX18.4%

not top 5COP7.2%

not top 5MPC4.7%

not top 5PSX

Cost, Income and Risk

Fees: VTV, XLE, VNQ

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

XLE0.08%$8

VNQ0.13%$13

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: VTV, XLE, VNQ

1Y

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+22.0%

SCHVSchwab

+19.3%

+22.0%Year to date+19.3%

1.8%Yield1.8%

$184BAssets$15.8B

1–0VTV wins

End-of-day Nov 13, 2026

XLE vs VDE

YTD

SPDRXLE

+48.2%

VDEVanguard

+46.1%

VNQ vs SCHH

YTD

VanguardVNQ

+12.1%

SCHHSchwab

+15.7%

XLE

+22.0%Year to dateJan 1 → Nov 13+48.2%

+23.6%1 yearTotal return+48.0%

+21.4%3 years · per year$10,000 became $17,877 · $17,258+19.9%

+12.3%5 years · per year$10,000 became $17,830 · $26,590+21.6%

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

1.81%Trailing 12-mo yield$181 · $235 a year on $10k2.35%

−6.4%Worst dropSmaller is better−15.0%

10.8%VolatilityLower is calmer23.3%

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

4–4Level

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.6%

4.6%MUnot top 5

3.3%JPMnot top 5

2.9%BRK-Bnot top 5

2.4%JNJnot top 5

Held in common7.9%

End-of-day Nov 13, 2026 · share of each fund

VTV vs XLE Returns, Every Period

5Y

VanguardVTV

+12.3%

5 years, per year

XLESPDR

+21.6%

5 years, per year

VTVXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: VTV vs VNQ

YTD

VanguardVTV

+22.0%

VNQVanguard

+12.1%

+22.0%Year to date+12.1%

−6.4%Worst drop · 1Y−11.4%

10.8%Volatility · 1Y14.2%

1.8%Yield3.5%

$184BAssets$35.9B

3–1VTV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

3.53%highest, VNQ

FundTrailing yieldYield$10k

VNQ3.53%$353

XLE2.35%$235

VTV1.81%$181

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$340most kept, VNQ

VNQ$353 − $13 = $340

XLE$235 − $8 = $227

VTV$181 − $3 = $178

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: VTV, XLE, VNQ

Today

7.9%most shared, VTV and XLE

VTVXLEVNQ

VTV—7.9%2.5%

XLE7.9%—0.0%

VNQ2.5%0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+48.0%XLE, at 23.3% volatility

VTVWorst drop−6.4%10.8% vol

VNQWorst drop−11.4%14.2% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VNQXLE

+12.1%Year to date+48.2%

3.5%Yield2.3%

+10.6%Past year+48.0%

0.13%Fee0.08%

3–1XLE wins

End-of-day Nov 13, 2026

+48.2%Year to date+46.1%

2.3%Yield2.3%

$41.6BAssets$10.4B

1–0XLE wins

End-of-day Nov 13, 2026

+12.1%Year to date+15.7%

3.5%Yield2.9%

$35.9BAssets$11.9B

1–1level

End-of-day Nov 13, 2026

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VTV, XLE and VNQ

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three