Compare · 2 funds side by side · dividends reinvested

XLE and FDIQ

XLESPDR×FDIQInvesco×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,404XLE · best of the two

02 / 03

XLE and FDIQ, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.4%+16.7%+20.5%−15.0%23.3%$42.0B1.0

Invesco Bloomberg Financial Data Providers ETFSectors · Financials0.35%1.93%[…][…][…][…][…][…]$44M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: XLE 1998 · FDIQ 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

FDIQ

XLE

State Street Energy Select Sector SPDR ETF · $42.0B$25,404

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

FDIQMeasureXLE

[…]Year to dateJan 1 → Nov 5+40.6%

[…]1 yearTotal return+45.4%

[…]3 years · per year$10,000 became […] · $15,905+16.7%

[…]5 years · per year$10,000 became […] · $25,404+20.5%

0.35%Expense ratio$35 · $8 a year on $10k · lower is better0.08%

1.93%Trailing 12-mo yield$193 · $247 a year on $10k2.47%

[…]Worst dropSmaller is better−15.0%

[…]VolatilityLower is calmer23.3%

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

0–2XLE wins

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

More Ways to See the Pairs

FDIQ vs XLE: Top 5 Holdings

Today

FDIQ

24.5%in top 5

XLE

in top 559.2%

FDIQStockXLE

not top 5XOM24.3%

not top 5CVX18.6%

not top 5COP7.1%

5.0%EXPN.Lnot top 5

4.9%CBOEnot top 5

4.9%MSCInot top 5

4.9%SPGInot top 5

4.8%LSEG.Lnot top 5

not top 5PSX4.6%

not top 5MPC4.5%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

FDIQ vs XLE Returns, Every Period

InvescoFDIQ

[…]

past year

XLESPDR

+45.4%

past year

Returns […]

FDIQXLEFaded: behind in that period

0–0Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

FDIQ vs XLE

YTD

InvescoFDIQ

[…]

XLESPDR

+40.6%

[…]Year to date+40.6%

[…]Worst drop · 1Y−15.0%

[…]Volatility · 1Y23.3%

1.9%Yield2.5%

$44.2MAssets$42.0B

1–0XLE wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, FDIQ

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FDIQ0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: XLE, FDIQ

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FDIQ1.93%$193

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FDIQ$193 − $35 = $158

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: XLE, FDIQ

Today

0.0%most shared, XLE and FDIQ

XLEFDIQ

XLE—0.0%

FDIQ0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.4%XLE, at 23.3% volatility

XLEWorst drop−15.0%23.3% vol

FDIQWorst drop[…][…]

End-of-day Nov 5, 2026 · up and left is better

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.4%

+40.6%Year to date+38.4%

2.5%Yield2.4%

$42.0BAssets$10.4B

2–0XLE wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026