Compare · 2 funds side by side · dividends reinvested

XLE and FENY

XLESPDR×FENYFidelity×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$25,568XLE · best of the two

02 / 04

XLE and FENY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street Energy Select Sector SPDR ETFSectors · Energy0.08%2.47%+40.6%+45.0%+16.8%+20.7%−15.0%23.3%$40.5B1.3

Fidelity MSCI Energy Index ETFSectors · Energy0.08%2.33%+38.6%+42.8%+16.2%+20.1%−14.9%23.3%$2.4B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: XLE 1998 · FENY 2013

Head to Head

Swap sides Versus in desk

Head to Head

State Street Energy Select Sector SPDR ETF · $40.5B$25,568

XLE

FENY

Fidelity MSCI Energy Index ETF · $2.4B$24,989

$10,000 five years ago, dividends reinvested · they hold 80.9% in common

XLEMeasureFENY

+40.6%Year to dateJan 1 → Nov 6+38.6%

+45.0%1 yearTotal return+42.8%

+16.8%3 years · per year$10,000 became $15,939 · $15,672+16.2%

+20.7%5 years · per year$10,000 became $25,568 · $24,989+20.1%

0.08%Expense ratio$8 · $8 a year on $10k · lower is better0.08%

2.47%Trailing 12-mo yield$247 · $233 a year on $10k2.33%

−15.0%Worst dropSmaller is better−14.9%

23.3%VolatilityLower is calmer23.3%

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

5–1XLE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

XLE vs FENY: Top 5 Holdings

Today

XLE

59.5%in top 5

FENY

in top 553.5%

XLEStockFENY

24.4%XOM23.5%

18.8%CVX15.2%

7.3%COP6.4%

4.5%PSXnot top 5

4.5%MPC4.3%

not top 5VLO4.1%

Held in common80.9%

End-of-day Nov 6, 2026 · share of each fund

XLE vs FENY Returns, Every Period

SPDRXLE

+20.7%

5 years, per year

FENYFidelity

+20.1%

5 years, per year

XLEFENYFaded: behind in that period

4–0XLE wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

XLE vs FENY

YTD

SPDRXLE

+40.6%

FENYFidelity

+38.6%

+40.6%Year to date+38.6%

−15.0%Worst drop · 1Y−14.9%

23.3%Volatility · 1Y23.3%

2.5%Yield2.3%

$40.5BAssets$2.4B

2–1XLE wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: XLE, FENY

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FENY0.08%$8

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: XLE, FENY

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

FENY2.33%$233

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

FENY$233 − $8 = $225

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: XLE, FENY

Today

80.9%most shared, XLE and FENY

XLEFENY

XLE—80.9%

FENY80.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+45.0%XLE, at 23.3% volatility

FENYWorst drop−14.9%23.3% vol

XLEWorst drop−15.0%23.3% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

XLEFENY

+40.6%Year to date+38.6%

2.5%Yield2.3%

+45.0%Past year+42.8%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

XLE vs VDE

YTD

SPDRXLE

+40.6%

VDEVanguard

+38.6%

+40.6%Year to date+38.6%

2.5%Yield2.4%

$40.5BAssets$10.4B

2–0XLE wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026