Compare · 3 funds side by side · dividends reinvested

XLE, FDIQ and XLF

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$26,316XLE · best of the three

Story of the three · IncomeMost incomeXLE · 2.40% · $240 a year on $10k

Story of the three · RiskSmallest drop

XLE, FDIQ and XLF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.40%+44.5%+44.3%+17.6%+21.4%−15.0%23.3%$40.9B1.4

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.41%+8.4%+12.4%+22.2%+9.5%−14.8%15.3%$54.1B1.6

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$44M2.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: XLE 1998 · FDIQ 2011 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street Energy Select Sector SPDR ETF · $40.9B$26,316

XLE

FDIQ

Invesco Bloomberg Financial Data Providers ETF · $44M[…]

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

XLE

More Ways to See the Pairs

XLE vs FDIQ: Top 5 Holdings

Today

XLE

58.9%in top 5

FDIQ

in top 524.6%

XLEStockFDIQ

24.1%XOMnot top 5

18.5%CVXnot top 5

7.2%COPnot top 5

not top 5CBOE5.3%

not top 5VRSK4.9%

Cost, Income and Risk

Fees: XLE, FDIQ, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

XLF0.08%$8

FDIQ0.35%$35

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: XLE, FDIQ, XLF

Popular Pairs Near These Three

XLE vs VDE

YTD

SPDRXLE

+44.5%

VDEVanguard

+42.6%

+44.5%Year to date+42.6%

2.4%Yield2.3%

$40.9BAssets$10.4B

2–0XLE wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Measure

FDIQ

+44.5%Year to dateJan 1 → Nov 11[…]

+44.3%1 yearTotal return[…]

+17.6%3 years · per year$10,000 became $16,257 · […][…]

+21.4%5 years · per year$10,000 became $26,316 · […][…]

0.08%Expense ratio$8 · $35 a year on $10k · lower is better0.35%

2.40%Trailing 12-mo yield$240 · $193 a year on $10k1.93%

−15.0%Worst dropSmaller is better[…]

23.3%VolatilityLower is calmer[…]

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

2–0XLE wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5EXPN.L4.8%

not top 5MSCI4.8%

not top 5SPGI4.8%

4.6%MPCnot top 5

4.5%PSXnot top 5

Held in common0.0%

End-of-day Nov 11, 2026 · share of each fund

XLE vs FDIQ Returns, Every Period

1Y

SPDRXLE

+44.3%

past year

FDIQInvesco

[…]

past year

Returns […]

XLEFDIQFaded: behind in that period

0–0Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

XLE vs FDIQ

YTD

SPDRXLE

+44.5%

FDIQInvesco

[…]

+44.5%Year to date[…]

−15.0%Worst drop · 1Y[…]

23.3%Volatility · 1Y[…]

2.4%Yield1.9%

$40.9BAssets$43.7M

1–0XLE wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

2.40%highest, XLE

FundTrailing yieldYield$10k

XLE2.40%$240

FDIQ1.93%$193

XLF1.41%$141

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$232most kept, XLE

XLE$240 − $8 = $232

FDIQ$193 − $35 = $158

XLF$141 − $8 = $133

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: XLE, FDIQ, XLF

Today

7.4%most shared, FDIQ and XLF

XLEFDIQXLF

XLE—0.0%0.0%

FDIQ0.0%—7.4%

XLF0.0%7.4%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+44.3%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

XLEWorst drop−15.0%23.3% vol

FDIQWorst drop[…][…]

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

XLEXLF

+44.5%Year to date+8.4%

2.4%Yield1.4%

+44.3%Past year+12.4%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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XLE, FDIQ and XLF

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three