Compare · 3 funds side by side · dividends reinvested

XLE, FMAT and XLF

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

02 / 04

XLE, FMAT and XLF, 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%$42.0B1.6

State Street Financial Select Sector SPDR ETFSectors · Financials0.08%1.44%+6.3%+11.4%+23.0%+9.2%−14.8%15.3%$55.5B1.9

Fidelity MSCI Materials Index ETFSectors · Materials0.08%1.40%+11.2%+20.6%+13.0%+6.0%−13.5%19.2%$599M2.1

Rank among the three1st → 3rdFee, 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 · FMAT 2013 · XLF 1998

Head to Head

Swap sides Versus in desk

Head to Head

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

XLE

FMAT

Fidelity MSCI Materials Index ETF · $599M$13,353

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

XLEMeasureFMAT

+40.6%Year to dateJan 1 → Nov 5+11.2%

+45.4%1 yearTotal return+20.6%

+16.7%3 years · per year$10,000 became $15,905 · $14,435+13.0%

+20.5%5 years · per year$10,000 became $25,404 · $13,353+6.0%

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

2.47%Trailing 12-mo yield$247 · $140 a year on $10k1.40%

−15.0%Worst dropSmaller is better−13.5%

23.3%VolatilityLower is calmer19.2%

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

5–2XLE wins

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

More Ways to See the Pairs

XLE vs FMAT: Top 5 Holdings

Today

XLE

59.2%in top 5

FMAT

in top 541.1%

XLEStockFMAT

24.3%XOMnot top 5

18.6%CVXnot top 5

not top 5LIN.DE16.1%

not top 5NEM8.3%

7.1%COPnot top 5

not top 5FCX6.0%

not top 5SHW5.5%

not top 5ECL5.3%

4.6%PSXnot top 5

4.5%MPCnot top 5

Held in common0.0%

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

XLE vs FMAT Returns, Every Period

SPDRXLE

+20.5%

5 years, per year

FMATFidelity

+6.0%

5 years, per year

XLEFMATFaded: behind in that period

4–0XLE wins

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

XLE vs XLF

YTD

SPDRXLE

+40.6%

XLFSPDR

+6.3%

+40.6%Year to date+6.3%

−15.0%Worst drop · 1Y−14.8%

23.3%Volatility · 1Y15.3%

2.5%Yield1.4%

$42.0BAssets$55.5B

2–2level

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

Cost, Income and Risk

Fees: XLE, FMAT, XLF

Today

0.08%lowest, XLE

FundExpense ratioFee$10k

XLE0.08%$8

FMAT0.08%$8

XLF0.08%$8

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

Yields: XLE, FMAT, XLF

2.47%highest, XLE

FundTrailing yieldYield$10k

XLE2.47%$247

XLF1.44%$144

FMAT1.40%$140

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

Income After Fees on $10,000

$239most kept, XLE

XLE$247 − $8 = $239

XLF$144 − $8 = $136

FMAT$140 − $8 = $132

KeptFee

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

Overlap: XLE, FMAT, XLF

Today

0.0%most shared, XLE and FMAT

XLEFMATXLF

XLE—0.0%0.0%

FMAT0.0%—0.0%

XLF0.0%0.0%—

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

Return vs Bumpiness: 3 ETFs

+45.4%XLE, at 23.3% volatility

XLFWorst drop−14.8%15.3% vol

FMATWorst drop−13.5%19.2% vol

XLEWorst drop−15.0%23.3% vol

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

Paid More vs Made More

YTD

XLEFMAT

+40.6%Year to date+11.2%

2.5%Yield1.4%

+45.4%Past year+20.6%

0.08%Fee0.08%

3–0XLE wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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