Compare · 3 funds side by side · dividends reinvested

VUG, XLE and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,379XLE · best of the three

02 / 04

VUG, XLE and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.9%+48.2%+18.0%+21.4%−15.0%23.2%$44.1B1.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B2.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: VUG 2004 · XLE 1998 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$17,153

VUG

XLE

State Street Energy Select Sector SPDR ETF · $44.1B$26,379

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

VUGMeasureXLE

+6.3%Year to dateJan 1 → Nov 4+44.9%

+3.4%1 yearTotal return+48.2%

+25.4%3 years · per year$10,000 became $19,712 · $16,447+18.0%

+11.4%5 years · per year$10,000 became $17,153 · $26,379+21.4%

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

0.40%Trailing 12-mo yield$40 · $240 a year on $10k2.40%

−16.1%Worst dropSmaller is better−15.0%

18.2%VolatilityLower is calmer23.2%

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

3–5XLE wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs XLE: Top 5 Holdings

Today

VUG

45.2%in top 5

XLE

in top 559.1%

VUGStockXLE

not top 5XOM24.2%

not top 5CVX18.4%

13.5%NVDAnot top 5

12.5%AAPLnot top 5

9.7%MSFTnot top 5

not top 5COP7.2%

5.2%GOOGLnot top 5

not top 5MPC4.7%

not top 5PSX4.6%

4.3%AVGOnot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

VUG vs XLE Returns, Every Period

VanguardVUG

+11.4%

5 years, per year

XLESPDR

+21.4%

5 years, per year

VUGXLEFaded: behind in that period

1–3XLE wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Sector: VUG vs XLE

YTD

VanguardVUG

+6.3%

XLESPDR

+44.9%

+6.3%Year to date+44.9%

−16.1%Worst drop · 1Y−15.0%

18.2%Volatility · 1Y23.2%

0.4%Yield2.4%

$233BAssets$44.1B

3–1XLE wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: VUG, XLE, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

XLE0.08%$8

IWF0.18%$18

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: VUG, XLE, IWF

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

VUG0.40%$40

IWF0.37%$37

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$232most kept, XLE

XLE$240 − $8 = $232

VUG$40 − $3 = $37

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: VUG, XLE, IWF

Today

77.4%most shared, VUG and IWF

VUGXLEIWF

VUG—0.2%77.4%

XLE0.2%—0.5%

IWF77.4%0.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+48.2%XLE, at 23.2% volatility

VUGWorst drop−16.1%18.2% vol

IWFWorst drop−15.6%18.3% vol

XLEWorst drop−15.0%23.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

XLEVUG

+44.9%Year to date+6.3%

2.4%Yield0.4%

+48.2%Past year+3.4%

0.08%Fee0.03%

3–1XLE wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

XLE vs VDE

YTD

SPDRXLE

+44.9%

VDEVanguard

+42.7%

+44.9%Year to date+42.7%

2.4%Yield2.3%

$44.1BAssets$10.4B

2–0XLE wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026